Filed December 14, 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,925 | $104,697+38.4% | $96,544+50.1% | $80,160+80.8% |
| Participation rate | 94.6% | 86.4%+8.2pp | 76.0%+18.6pp | 72.9%+21.6pp |
| Annual return | 15.78% | 21.78%-6.0pp | 25.84%-10.1pp | 40.38%-24.6pp |
| Employer contribution / active EE | $2,825 | $3,536-20.1% | $2,965-4.7% | $2,978-5.1% |
| Participant deferral / active EE | $9,735 | $6,188+57.3% | $4,851+100.7% | $5,017+94.0% |
| Admin fee / account holder | $181 | $107+69.2% | $8,252-97.8% | $145+24.6% |