Filed June 14, 2021
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 | $112,439 | $157,256-28.5% | $141,162-20.3% | $152,861-26.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.57% | 64.32%-46.7pp | 71.39%-53.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,552 | $5,261-51.5% | $4,735-46.1% | $4,762-46.4% |
| Participant deferral / active EE | $7,038 | $7,109-1.0% | $6,709+4.9% | $5,850+20.3% |
| Admin fee / account holder | $291 | $12,120-97.6% | $10,261-97.2% | $11,596-97.5% |