Filed May 8, 2019
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 7-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 | $78,235 | $111,301-29.7% | $112,977-30.8% | $158,922-50.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 36.89% | 26.40%+10.5pp | 24.24%+12.6pp | 302.83%-265.9pp |
| Employer contribution / active EE | $15,136 | $4,471+238.5% | $4,255+255.7% | $4,761+217.9% |
| Participant deferral / active EE | $24,037 | $5,880+308.8% | $5,836+311.9% | $5,982+301.8% |
| Admin fee / account holder | $206 | $8,392-97.5% | $6,294-96.7% | $11,246-98.2% |