Filed February 22, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $391,989 | $202,318+93.7% | $172,739+126.9% | $152,861+156.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.94% | 1029.65%-1016.7pp | 802.84%-789.9pp | 345.32%-332.4pp |
| Employer contribution / active EE | $11,998 | $5,856+104.9% | $5,143+133.3% | $4,762+151.9% |
| Participant deferral / active EE | $5,985 | $5,948+0.6% | $5,198+15.1% | $5,850+2.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |