Filed November 3, 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,170 | $96,018-60.2% | $65,493-41.7% | $85,563-55.4% |
| Participation rate | 81.9% | 74.8%+7.0pp | 73.1%+8.8pp | 66.0%+15.9pp |
| Annual return | 13.36% | 14.51%-1.1pp | 982.45%-969.1pp | 31.51%-18.2pp |
| Employer contribution / active EE | $2,491 | $3,235-23.0% | $2,574-3.2% | $2,654-6.1% |
| Participant deferral / active EE | $0 | $4,055-100.0% | $3,961-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $271-100.0% | $5,028-100.0% | $834-100.0% |