Filed May 2, 2023 (most recent of 6 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 | $122,244 | $79,523+53.7% | $140,016-12.7% | $56,287+117.2% |
| Participation rate | 87.2% | 85.7%+1.4pp | 87.5%-0.3pp | 69.9%+17.3pp |
| Annual return | -3.34% | 2.39%-5.7pp | 651.12%-654.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | $2,520 | $3,350-24.8% | $5,606-55.1% | $2,111+19.4% |
| Participant deferral / active EE | $5,598 | $5,129+9.2% | $6,927-19.2% | $3,350+67.1% |
| Admin fee / account holder | $2 | $614-99.7% | $10,705-100.0% | $521-99.7% |