Filed January 16, 2024
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 | $101,819 | $79,428+28.2% | $106,548-4.4% | $79,386+28.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 31.35% | 18.27%+13.1pp | 26.80%+4.5pp | 116.85%-85.5pp |
| Employer contribution / active EE | $3,466 | $2,234+55.2% | $2,819+23.0% | $2,427+42.8% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $4 | $523-99.3% | $7,407-100.0% | $626-99.4% |