Filed September 1, 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 8-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 | $22,691 | $43,999-48.4% | $79,464-71.4% | $55,725-59.3% |
| Participation rate | 97.8% | 66.9%+30.9pp | 73.3%+24.5pp | 70.9%+27.0pp |
| Annual return | -4.38% | 1.81%-6.2pp | 718.14%-722.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $1,920 | $1,830+5.0% | $2,800-31.4% | $2,078-7.6% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $3 | $118-97.3% | $5,113-99.9% | $115-97.2% |