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.
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 | $862,685 | $88,634+873.3% | $101,326+751.4% | $74,304+1061.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 60.3%+39.7pp |
| Annual return | 0.58% | 33.10%-32.5pp | 36.82%-36.2pp | 29.43%-28.8pp |
| Employer contribution / active EE | $16,176 | $2,930+452.0% | $3,665+341.3% | $2,241+621.8% |
| Participant deferral / active EE | $0 | $7,322-100.0% | $7,994-100.0% | $3,767-100.0% |
| Admin fee / account holder | $8 | $2,425-99.7% | $11,185-99.9% | $2,969-99.7% |