Filed April 28, 2023 (most recent of 2 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 | $132,511 | $88,083+50.4% | $164,813-19.6% | $74,495+77.9% |
| Participation rate | 94.3% | 73.0%+21.3pp | 78.6%+15.7pp | 67.2%+27.1pp |
| Annual return | 35.31% | 17.26%+18.0pp | 69.93%-34.6pp | 1364.94%-1329.6pp |
| Employer contribution / active EE | $6,924 | $2,593+167.0% | $4,341+59.5% | $2,623+164.0% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,690-100.0% | $1,942-100.0% |