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.
Annual investment return 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 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 | $2,996 | $65,185-95.4% | $61,048-95.1% | $65,185-95.4% |
| Participation rate | 100.0% | 70.2%+29.8pp | 79.3%+20.7pp | 70.2%+29.8pp |
| Annual return | 16.12% | 29.38%-13.3pp | 26.18%-10.1pp | 29.38%-13.3pp |
| Employer contribution / active EE | $2,866 | $2,177+31.7% | $3,716-22.9% | $2,177+31.7% |
| Participant deferral / active EE | $0 | $3,514-100.0% | $4,470-100.0% | $3,514-100.0% |
| Admin fee / account holder | $30 | $847-96.4% | $3,728-99.2% | $847-96.4% |