Filed September 24, 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.
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 | $581,866 | $60,488+862.0% | $109,895+429.5% | $79,386+633.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 74.2%+25.8pp | 70.7%+29.3pp |
| Annual return | 16.84% | 189.57%-172.7pp | 29.45%-12.6pp | 116.85%-100.0pp |
| Employer contribution / active EE | $10,853 | $1,649+558.2% | $2,842+281.8% | $2,427+347.1% |
| Participant deferral / active EE | $0 | $3,220-100.0% | $4,048-100.0% | $4,046-100.0% |
| Admin fee / account holder | $8 | $605-98.8% | $6,066-99.9% | $626-98.8% |