Filed April 6, 2023 (most recent of 3 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,337 | $48,698+75.2% | $93,606-8.8% | $199,593-57.2% |
| Participation rate | 98.0% | 63.5%+34.5pp | 68.7%+29.3pp | 72.0%+26.0pp |
| Annual return | 10.41% | 15.34%-4.9pp | 133.20%-122.8pp | 34.25%-23.8pp |
| Employer contribution / active EE | $4,927 | $1,135+334.1% | $2,420+103.6% | $3,034+62.4% |
| Participant deferral / active EE | $0 | $2,817-100.0% | $4,411-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $8,285-100.0% | $269-100.0% |