Filed September 23, 2021 (most recent of 2 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,009 | $104,317-28.1% | $159,436-53.0% | $86,799-13.6% |
| Participation rate | 99.6% | 77.7%+21.9pp | 82.8%+16.8pp | 72.3%+27.4pp |
| Annual return | 11.74% | 26.32%-14.6pp | 263.57%-251.8pp | 97.91%-86.2pp |
| Employer contribution / active EE | $13,453 | $3,451+289.9% | $4,829+178.6% | $2,405+459.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |