Filed December 7, 2020 (most recent of 3 filings on file)
Total covered: 2 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 | $181,352 | $84,000+115.9% | $119,609+51.6% | $77,904+132.8% |
| Participation rate | 99.5% | 77.8%+21.7pp | 79.3%+20.2pp | 73.7%+25.8pp |
| Annual return | 0.31% | -11.59%+11.9pp | -14.97%+15.3pp | 12.21%-11.9pp |
| Employer contribution / active EE | $15,764 | $2,907+442.2% | $4,232+272.5% | $2,848+453.6% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $5,602-100.0% | $4,806-100.0% |
| Admin fee / account holder | $9 | $116-91.9% | $10,323-99.9% | $133-92.9% |