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 | $29,991 | $54,237-44.7% | $90,281-66.8% | $67,579-55.6% |
| Participation rate | 91.1% | 68.6%+22.5pp | 73.3%+17.8pp | 71.3%+19.8pp |
| Annual return | 18.20% | 37.27%-19.1pp | 78.10%-59.9pp | 378.56%-360.4pp |
| Employer contribution / active EE | $2,122 | $1,846+15.0% | $2,854-25.7% | $2,148-1.2% |
| Participant deferral / active EE | $1,849 | $2,625-29.6% | $3,885-52.4% | $3,539-47.8% |
| Admin fee / account holder | $0 | $123-100.0% | $5,351-100.0% | $142-100.0% |