Filed December 17, 2020
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 4-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $702 | $81,460-99.1% | $103,333-99.3% | $80,856-99.1% |
| Participation rate | 98.9% | 66.8%+32.1pp | 74.5%+24.4pp | 67.6%+31.3pp |
| Annual return | 110.24% | 25.55%+84.7pp | 24.88%+85.4pp | 35.59%+74.6pp |
| Employer contribution / active EE | $164 | $3,105-94.7% | $3,868-95.8% | $2,755-94.1% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |