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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $169,435 | $160,055+5.9% | $140,016+21.0% | $135,375+25.2% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.5%+7.7pp | 82.6%+12.6pp |
| Annual return | -10.41% | 911.38%-921.8pp | 651.12%-661.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $23,716 | $6,420+269.4% | $5,606+323.1% | $4,779+396.3% |
| Participant deferral / active EE | $16,222 | $7,642+112.3% | $6,927+134.2% | $5,609+189.2% |
| Admin fee / account holder | $79 | $13,328-99.4% | $10,705-99.3% | $10,827-99.3% |