Filed January 7, 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 5-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 exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,965 | $95,880+230.6% | $107,525+194.8% | $85,563+270.4% |
| Participation rate | 98.6% | 70.1%+28.5pp | 75.1%+23.6pp | 66.0%+32.7pp |
| Annual return | -3.92% | 68.06%-72.0pp | 181.32%-185.2pp | 31.51%-35.4pp |
| Employer contribution / active EE | $5,884 | $3,812+54.3% | $3,754+56.8% | $2,654+121.7% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,025-100.0% | $8,919-100.0% | $834-100.0% |