Filed August 15, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,486 | $79,519-60.4% | $95,952-67.2% | $73,409-57.1% |
| Participation rate | 87.7% | 81.2%+6.6pp | 77.1%+10.7pp | 72.2%+15.6pp |
| Annual return | 10.43% | 19.20%-8.8pp | 91.61%-81.2pp | 59.29%-48.9pp |
| Employer contribution / active EE | $1,087 | $2,048-46.9% | $2,541-57.2% | $2,234-51.3% |
| Participant deferral / active EE | $2,504 | $4,138-39.5% | $4,167-39.9% | $3,805-34.2% |
| Admin fee / account holder | $114 | $184-37.9% | $6,795-98.3% | $158-27.5% |