Filed March 20, 2018
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $821,985 | $100,852+715.0% | $90,404+809.2% | $158,922+417.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 27.85% | 1724.20%-1696.4pp | 1293.02%-1265.2pp | 302.83%-275.0pp |
| Employer contribution / active EE | $21,585 | $3,689+485.2% | $3,262+561.7% | $4,761+353.4% |
| Participant deferral / active EE | $8,667 | $4,348+99.3% | $3,963+118.7% | $5,982+44.9% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |