Filed October 8, 2021 (most recent of 4 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,608 | $57,976+142.5% | $62,995+123.2% | $62,292+125.7% |
| Participation rate | 99.0% | 75.9%+23.1pp | 74.8%+24.2pp | 69.5%+29.5pp |
| Annual return | 14.96% | 17.54%-2.6pp | 87.57%-72.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $4,554 | $2,415+88.6% | $2,759+65.1% | $2,042+123.0% |
| Participant deferral / active EE | $5,278 | $2,956+78.6% | $3,329+58.5% | $3,169+66.6% |
| Admin fee / account holder | $6 | $276-97.8% | $3,600-99.8% | $479-98.7% |