Filed May 25, 2021 (most recent of 4 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 | $127,754 | $67,166+90.2% | $57,343+122.8% | $55,191+131.5% |
| Participation rate | 98.1% | 77.7%+20.3pp | 75.1%+23.0pp | 69.2%+28.9pp |
| Annual return | 2.00% | 4.22%-2.2pp | 24.39%-22.4pp | 10.78%-8.8pp |
| Employer contribution / active EE | $3,314 | $2,812+17.8% | $2,689+23.2% | $1,899+74.5% |
| Participant deferral / active EE | $3,922 | $2,835+38.3% | $3,162+24.0% | $3,046+28.7% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |