Filed December 20, 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 8-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 | $54,274 | $78,672-31.0% | $109,143-50.3% | $85,850-36.8% |
| Participation rate | 88.5% | 68.3%+20.2pp | 75.9%+12.6pp | 69.3%+19.1pp |
| Annual return | 16.94% | 25.09%-8.1pp | 25.75%-8.8pp | 318.53%-301.6pp |
| Employer contribution / active EE | $3,675 | $2,735+34.4% | $3,722-1.3% | $2,565+43.3% |
| Participant deferral / active EE | $6,840 | $3,467+97.3% | $4,653+47.0% | $3,952+73.1% |
| Admin fee / account holder | $5 | $5,469-99.9% | $6,752-99.9% | $6,260-99.9% |