Filed November 3, 2023
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 | $124,746 | $74,552+67.3% | $62,995+98.0% | $69,631+79.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 13.56% | 15.77%-2.2pp | 87.57%-74.0pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $4,677 | $2,929+59.7% | $2,759+69.5% | $2,032+130.1% |
| Participant deferral / active EE | $4,662 | $2,974+56.7% | $3,329+40.0% | $3,224+44.6% |
| Admin fee / account holder | $7 | $59-87.6% | $3,600-99.8% | $110-93.3% |