Filed February 8, 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 8-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 | $53,638 | $100,923-46.9% | $150,045-64.3% | $74,304-27.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 14.74% | 51.77%-37.0pp | 62.55%-47.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $4,612 | $3,463+33.2% | $4,693-1.7% | $2,241+105.8% |
| Participant deferral / active EE | $5,699 | $6,709-15.1% | $7,997-28.7% | $3,767+51.3% |
| Admin fee / account holder | $10 | $2,767-99.6% | $13,435-99.9% | $2,969-99.7% |