Filed February 1, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,556 | $88,751+26.8% | $81,812+37.6% | $145,922-22.9% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.3%+12.3pp | 80.3%+4.3pp |
| Annual return | 13.59% | 1025.40%-1011.8pp | 773.79%-760.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,434 | $3,083+11.4% | $2,912+17.9% | $4,660-26.3% |
| Participant deferral / active EE | $5,964 | $4,643+28.5% | $4,319+38.1% | $6,688-10.8% |
| Admin fee / account holder | $192 | $8,415-97.7% | $7,386-97.4% | $13,397-98.6% |