Filed April 14, 2022
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $516,995 | $101,317+410.3% | $146,958+251.8% | $74,495+594.0% |
| Participation rate | 93.1% | 75.5%+17.6pp | 82.2%+11.0pp | 67.2%+25.9pp |
| Annual return | -8.58% | 8730.91%-8739.5pp | 418.34%-426.9pp | 1364.94%-1373.5pp |
| Employer contribution / active EE | $3,702 | $3,810-2.9% | $4,933-25.0% | $2,623+41.1% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |