Filed June 29, 2023 (most recent of 4 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 | $90,405 | $130,194-30.6% | $169,993-46.8% | $71,457+26.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 20.04% | 20.37%-0.3pp | 53.37%-33.3pp | 28.85%-8.8pp |
| Employer contribution / active EE | $10,211 | $4,381+133.1% | $6,785+50.5% | $2,588+294.6% |
| Participant deferral / active EE | $5,380 | $6,923-22.3% | $10,408-48.3% | $4,289+25.4% |
| Admin fee / account holder | $26 | $966-97.3% | $12,815-99.8% | $1,587-98.4% |