Filed May 1, 2023 (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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,886 | $65,557+11.2% | $64,056+13.8% | $71,457+2.0% |
| Participation rate | 93.3% | 73.2%+20.1pp | 72.3%+21.0pp | 67.9%+25.4pp |
| Annual return | 14.27% | 18.94%-4.7pp | 33.69%-19.4pp | 28.85%-14.6pp |
| Employer contribution / active EE | $4,657 | $2,669+74.5% | $2,747+69.6% | $2,588+80.0% |
| Participant deferral / active EE | $3,606 | $3,626-0.5% | $3,880-7.1% | $4,289-15.9% |
| Admin fee / account holder | $134 | $616-78.3% | $3,068-95.6% | $1,587-91.6% |