Filed January 4, 2018
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 | $120,475 | $83,477+44.3% | $125,175-3.8% | $72,985+65.1% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.5%+26.5pp |
| Annual return | 16.39% | 25.78%-9.4pp | 43.79%-27.4pp | 81.00%-64.6pp |
| Employer contribution / active EE | $1,944 | $2,345-17.1% | $3,865-49.7% | $2,440-20.3% |
| Participant deferral / active EE | $6,578 | $3,585+83.5% | $4,937+33.2% | $3,607+82.3% |
| Admin fee / account holder | $219 | $5,517-96.0% | $9,702-97.7% | $5,124-95.7% |