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 | $99,237 | $76,774+29.3% | $112,228-11.6% | $77,904+27.4% |
| Participation rate | 99.8% | 80.2%+19.6pp | 75.1%+24.7pp | 73.7%+26.1pp |
| Annual return | 17.07% | -10.25%+27.3pp | 27.45%-10.4pp | 12.21%+4.9pp |
| Employer contribution / active EE | $5,803 | $3,977+45.9% | $3,635+59.7% | $2,848+103.8% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $5 | $239-97.7% | $6,410-99.9% | $133-95.9% |