Filed May 2, 2021 (most recent of 3 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,278 | $82,917+53.5% | $103,333+23.2% | $77,643+63.9% |
| Participation rate | 94.2% | 71.6%+22.6pp | 74.5%+19.7pp | 70.6%+23.6pp |
| Annual return | 11.76% | 19.13%-7.4pp | 24.88%-13.1pp | 31.24%-19.5pp |
| Employer contribution / active EE | $5,998 | $3,552+68.9% | $3,868+55.1% | $2,726+120.1% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |