Filed March 9, 2022 (most recent of 2 filings on file)
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $455,860 | $153,772+196.5% | $133,980+240.2% | $273,961+66.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.89% | 36.51%-29.6pp | 29.30%-22.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $14,070 | $6,029+133.4% | $5,211+170.0% | $4,869+189.0% |
| Participant deferral / active EE | $16,742 | $6,958+140.6% | $6,282+166.5% | $5,287+216.7% |
| Admin fee / account holder | $115 | $11,765-99.0% | $9,324-98.8% | $10,132-98.9% |