Filed May 26, 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 7-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,301 | $50,127-97.4% | $149,673-99.1% | $80,160-98.4% |
| Participation rate | 98.7% | 64.3%+34.4pp | 78.8%+19.9pp | 72.9%+25.7pp |
| Annual return | 1362.38% | 29.82%+1332.6pp | 134.42%+1228.0pp | 40.38%+1322.0pp |
| Employer contribution / active EE | $79 | $1,865-95.8% | $4,818-98.4% | $2,978-97.4% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $13,210-100.0% | $145-100.0% |