Filed February 9, 2022 (most recent of 5 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 | $81,152 | $75,183+7.9% | $123,892-34.5% | $55,167+47.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 8.29% | 19.01%-10.7pp | 47.52%-39.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $7,913 | $2,823+180.3% | $4,617+71.4% | $1,963+303.2% |
| Participant deferral / active EE | $8,545 | $5,084+68.1% | $5,984+42.8% | $3,054+179.8% |
| Admin fee / account holder | $35 | $663-94.6% | $8,357-99.6% | $504-93.0% |