Filed July 6, 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 3-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.
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 | $2,368 | $43,483-94.6% | $54,726-95.7% | $64,186-96.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 79.1%+20.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | -1.03%+1.0pp | -4.56%+4.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $4,100 | $2,632+55.8% | $3,449+18.9% | $2,381+72.2% |
| Participant deferral / active EE | $0 | $3,102-100.0% | $3,953-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,250-100.0% | $3,818-100.0% | $4,888-100.0% |