Filed December 6, 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.
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 | $56,130 | $52,467+7.0% | $57,179-1.8% | $55,167+1.7% |
| Participation rate | 76.1% | 75.8%+0.3pp | 75.3%+0.8pp | 69.0%+7.1pp |
| Annual return | 6.11% | 7.72%-1.6pp | 14.59%-8.5pp | 169.23%-163.1pp |
| Employer contribution / active EE | $3,597 | $2,477+45.2% | $2,682+34.1% | $1,963+83.3% |
| Participant deferral / active EE | $2,618 | $2,830-7.5% | $3,096-15.5% | $3,054-14.3% |
| Admin fee / account holder | $3 | $269-98.8% | $3,139-99.9% | $504-99.3% |