See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $7,457 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,864 | $93,182-76.5% | $146,665-85.1% | $79,386-72.5% |
| Participation rate | 96.7% | 76.4%+20.2pp | 80.1%+16.6pp | 70.7%+26.0pp |
| Annual return | 16.69% | 21.61%-4.9pp | 22.74%-6.1pp | 116.85%-100.2pp |
| Employer contribution / active EE | $847 | $2,420-65.0% | $4,136-79.5% | $2,427-65.1% |
| Participant deferral / active EE | $2,299 | $4,169-44.9% | $5,506-58.3% | $4,046-43.2% |
| Admin fee / account holder | $30 | $585-94.9% | $10,280-99.7% | $626-95.3% |