Filed May 10, 2021 (most recent of 2 filings on file)
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,957 | $75,284+10.2% | $91,001-8.8% | $69,631+19.1% |
| Participation rate | 95.3% | 80.4%+14.9pp | 75.6%+19.7pp | 70.7%+24.6pp |
| Annual return | 20.58% | 48.40%-27.8pp | 4.60%+16.0pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $3,458 | $2,473+39.8% | $2,456+40.8% | $2,032+70.2% |
| Participant deferral / active EE | $7,327 | $3,700+98.1% | $3,547+106.6% | $3,224+127.3% |
| Admin fee / account holder | $0 | $111-100.0% | $5,417-100.0% | $110-100.0% |