Filed September 9, 2021
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,620 | $41,854-57.9% | $73,843-76.1% | $52,331-66.3% |
| Participation rate | 92.0% | 66.2%+25.8pp | 73.4%+18.6pp | 68.1%+23.9pp |
| Annual return | 0.87% | 2.11%-1.2pp | 2267.84%-2267.0pp | 4.54%-3.7pp |
| Employer contribution / active EE | $2,632 | $1,920+37.1% | $2,787-5.6% | $1,882+39.9% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $4,880-100.0% | $592-100.0% |