Filed May 10, 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 4-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 | $25,497 | $46,553-45.2% | $64,056-60.2% | $75,163-66.1% |
| Participation rate | 83.9% | 65.9%+17.9pp | 72.3%+11.6pp | 67.2%+16.7pp |
| Annual return | 12.66% | 26.03%-13.4pp | 33.69%-21.0pp | 160.62%-148.0pp |
| Employer contribution / active EE | $680 | $1,974-65.6% | $2,747-75.2% | $2,670-74.5% |
| Participant deferral / active EE | $1,938 | $2,837-31.7% | $3,880-50.0% | $4,125-53.0% |
| Admin fee / account holder | $265 | $2,952-91.0% | $3,068-91.4% | $5,651-95.3% |