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 | $30,609 | $50,637-39.6% | $86,590-64.7% | $62,292-50.9% |
| Participation rate | 96.3% | 67.9%+28.4pp | 73.5%+22.8pp | 69.5%+26.8pp |
| Annual return | 79.58% | 20.80%+58.8pp | 964.84%-885.3pp | 28.90%+50.7pp |
| Employer contribution / active EE | $2,899 | $2,075+39.7% | $2,839+2.1% | $2,042+42.0% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $413-100.0% | $4,906-100.0% | $479-100.0% |