Filed December 17, 2020
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 | $227,414 | $74,888+203.7% | $71,209+219.4% | $142,382+59.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.49% | 345.14%-326.6pp | 282.51%-264.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $5,664 | $2,854+98.4% | $2,721+108.1% | $4,299+31.7% |
| Participant deferral / active EE | $12,904 | $4,454+189.7% | $4,175+209.1% | $6,507+98.3% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |