Filed March 15, 2021 (most recent of 3 filings on file)
Total covered: 9 employees
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,296 | $72,277+33.2% | $101,248-4.9% | $79,858+20.6% |
| Participation rate | 96.9% | 68.5%+28.5pp | 75.8%+21.1pp | 69.6%+27.3pp |
| Annual return | 51.71% | 22.30%+29.4pp | 46.47%+5.2pp | 31.71%+20.0pp |
| Employer contribution / active EE | $5,155 | $2,692+91.5% | $3,660+40.9% | $2,471+108.6% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |