Filed May 4, 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,441 | $69,231-28.6% | $91,989-46.3% | $67,579-26.8% |
| Participation rate | 81.2% | 78.9%+2.3pp | 78.6%+2.6pp | 71.3%+9.9pp |
| Annual return | 54.72% | 32.03%+22.7pp | 69.02%-14.3pp | 378.56%-323.8pp |
| Employer contribution / active EE | $5,156 | $2,284+125.7% | $3,452+49.4% | $2,148+140.1% |
| Participant deferral / active EE | $10,274 | $5,854+75.5% | $5,923+73.5% | $3,539+190.3% |
| Admin fee / account holder | $4 | $107-96.2% | $7,743-99.9% | $142-97.2% |