Filed February 7, 2023
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,161 | $76,552-20.1% | $123,892-50.6% | $62,891-2.8% |
| Participation rate | 91.7% | 73.0%+18.7pp | 81.4%+10.3pp | 69.3%+22.4pp |
| Annual return | 15.73% | 18.68%-2.9pp | 47.52%-31.8pp | 20.14%-4.4pp |
| Employer contribution / active EE | $3,651 | $2,883+26.6% | $4,617-20.9% | $2,281+60.1% |
| Participant deferral / active EE | $8,034 | $4,840+66.0% | $5,984+34.2% | $3,203+150.8% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |