Filed May 25, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,250 | $105,998+19.1% | $92,233+36.9% | $147,584-14.5% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 19.01% | 50.05%-31.0pp | 176.28%-157.3pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,671 | $4,333-38.4% | $3,679-27.4% | $4,876-45.2% |
| Participant deferral / active EE | $4,605 | $4,478+2.8% | $3,897+18.2% | $5,439-15.3% |
| Admin fee / account holder | $298 | $6,332-95.3% | $5,194-94.3% | $10,885-97.3% |