Filed January 2, 2019 (most recent of 3 filings on file)
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 | $170,520 | $171,865-0.8% | $149,718+13.9% | $147,584+15.5% |
| Participation rate | 95.7% | 88.2%+7.5pp | 87.1%+8.6pp | 82.8%+12.8pp |
| Annual return | 29.88% | 2113.22%-2083.3pp | 1501.63%-1471.7pp | 578.55%-548.7pp |
| Employer contribution / active EE | $18,605 | $6,275+196.5% | $5,445+241.7% | $4,876+281.5% |
| Participant deferral / active EE | $13,245 | $7,271+82.2% | $6,569+101.6% | $5,439+143.5% |
| Admin fee / account holder | $58 | $13,799-99.6% | $11,283-99.5% | $10,885-99.5% |