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 | $18,646 | $43,423-57.1% | $78,689-76.3% | $55,167-66.2% |
| Participation rate | 89.9% | 68.0%+21.8pp | 73.6%+16.3pp | 69.0%+20.9pp |
| Annual return | 6.47% | 11.53%-5.1pp | 62.18%-55.7pp | 169.23%-162.8pp |
| Employer contribution / active EE | $2,790 | $1,997+39.7% | $2,851-2.1% | $1,963+42.1% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |