Filed November 21, 2021
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,437 | $49,915-47.0% | $154,803-82.9% | $74,304-64.4% |
| Participation rate | 77.8% | 54.0%+23.9pp | 78.1%-0.2pp | 60.3%+17.5pp |
| Annual return | 9.44% | 34.06%-24.6pp | 58.88%-49.4pp | 29.43%-20.0pp |
| Employer contribution / active EE | $1,472 | $1,611-8.6% | $4,305-65.8% | $2,241-34.3% |
| Participant deferral / active EE | $2,226 | $2,255-1.3% | $5,540-59.8% | $3,767-40.9% |
| Admin fee / account holder | $38 | $2,189-98.3% | $14,329-99.7% | $2,969-98.7% |