Filed May 27, 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 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 | $66,815 | $100,901-33.8% | $75,670-11.7% | $147,584-54.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 11.03% | 35.78%-24.8pp | 27.34%-16.3pp | 578.55%-567.5pp |
| Employer contribution / active EE | $6,645 | $3,253+104.2% | $2,352+182.6% | $4,876+36.3% |
| Participant deferral / active EE | $6,112 | $4,027+51.8% | $3,142+94.5% | $5,439+12.4% |
| Admin fee / account holder | $267 | $11,285-97.6% | $5,800-95.4% | $10,885-97.5% |