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 82-1818132 | Bank Trustee | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,091 | $84,487-37.2% | $125,339-57.6% | $66,914-20.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -5.69% | -8.39%+2.7pp | 572.05%-577.7pp | 1.58%-7.3pp |
| Employer contribution / active EE | $6,905 | $3,553+94.4% | $4,814+43.5% | $2,544+171.4% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $61 | $685-91.1% | $10,010-99.4% | $593-89.7% |