Filed December 21, 2022
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 9-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 | $26,254 | $97,757-73.1% | $83,848-68.7% | $135,375-80.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.96% | 1287.37%-1296.3pp | 850.88%-859.8pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,963 | $4,222-53.5% | $3,631-45.9% | $4,779-58.9% |
| Participant deferral / active EE | $3,990 | $4,682-14.8% | $4,082-2.3% | $5,609-28.9% |
| Admin fee / account holder | $64 | $6,674-99.0% | $5,478-98.8% | $10,827-99.4% |