Filed February 15, 2024
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 | $84,965 | $98,240-13.5% | $82,313+3.2% | $147,584-42.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.93% | 30.85%-12.9pp | 25.88%-7.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $5,475 | $3,192+71.5% | $2,428+125.4% | $4,876+12.3% |
| Participant deferral / active EE | $6,149 | $4,383+40.3% | $3,706+65.9% | $5,439+13.1% |
| Admin fee / account holder | $252 | $8,563-97.1% | $5,608-95.5% | $10,885-97.7% |