Filed March 4, 2021 (most recent of 2 filings on file)
Total covered: 16 employees
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,505 | $84,487+194.1% | $125,339+98.3% | $66,914+271.4% |
| Participation rate | 86.8% | 76.4%+10.4pp | 82.4%+4.5pp | 69.8%+17.0pp |
| Annual return | 22.03% | -8.39%+30.4pp | 572.05%-550.0pp | 1.58%+20.5pp |
| Employer contribution / active EE | $2,232 | $3,553-37.2% | $4,814-53.6% | $2,544-12.3% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |