Filed November 26, 2018
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 | $54,826 | $107,334-48.9% | $92,893-41.0% | $152,861-64.1% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 30.81% | 145.58%-114.8pp | 109.41%-78.6pp | 345.32%-314.5pp |
| Employer contribution / active EE | $5,274 | $4,221+24.9% | $3,653+44.4% | $4,762+10.7% |
| Participant deferral / active EE | $5,568 | $4,845+14.9% | $4,236+31.4% | $5,850-4.8% |
| Admin fee / account holder | $5 | $7,079-99.9% | $5,794-99.9% | $11,596-100.0% |