Filed January 23, 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 | $42,059 | $165,335-74.6% | $149,696-71.9% | $158,922-73.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 23.33% | 348.15%-324.8pp | 276.60%-253.3pp | 302.83%-279.5pp |
| Employer contribution / active EE | $2,320 | $5,103-54.5% | $4,644-50.0% | $4,761-51.3% |
| Participant deferral / active EE | $5,882 | $7,181-18.1% | $6,842-14.0% | $5,982-1.7% |
| Admin fee / account holder | $112 | $10,807-99.0% | $9,309-98.8% | $11,246-99.0% |