Filed May 24, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,022 | $88,770+8.2% | $109,143-12.0% | $93,030+3.2% |
| Participation rate | 99.7% | 81.5%+18.2pp | 75.9%+23.9pp | 73.9%+25.8pp |
| Annual return | 28.87% | 60.64%-31.8pp | 25.75%+3.1pp | 158.70%-129.8pp |
| Employer contribution / active EE | $6,118 | $3,780+61.9% | $3,722+64.4% | $2,706+126.1% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $7 | $172-96.2% | $6,752-99.9% | $152-95.7% |