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 | $127,515 | $94,752+34.6% | $112,887+13.0% | $139,434-8.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.41% | 40.88%-23.5pp | 34.10%-16.7pp | 372.94%-355.5pp |
| Employer contribution / active EE | $19,607 | $4,625+323.9% | $4,563+329.7% | $4,751+312.7% |
| Participant deferral / active EE | $22,679 | $6,512+248.2% | $6,513+248.2% | $6,710+238.0% |
| Admin fee / account holder | $155 | $8,527-98.2% | $7,047-97.8% | $11,403-98.6% |