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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,515 | $69,763+14.0% | $67,502+17.8% | $74,495+6.7% |
| Participation rate | 97.6% | 71.4%+26.2pp | 72.9%+24.7pp | 67.2%+30.4pp |
| Annual return | 11.26% | -40.34%+51.6pp | 3512.12%-3500.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $5,273 | $2,704+95.0% | $2,731+93.1% | $2,623+101.0% |
| Participant deferral / active EE | $4,292 | $3,636+18.1% | $4,000+7.3% | $4,346-1.2% |
| Admin fee / account holder | $242 | $896-72.9% | $3,998-93.9% | $1,942-87.5% |