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 | $122,717 | $88,480+38.7% | $96,683+26.9% | $80,160+53.1% |
| Participation rate | 99.7% | 79.9%+19.9pp | 74.3%+25.4pp | 72.9%+26.8pp |
| Annual return | 28.58% | 22.53%+6.0pp | 35.69%-7.1pp | 40.38%-11.8pp |
| Employer contribution / active EE | $5,727 | $4,176+37.1% | $3,737+53.3% | $2,978+92.3% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $5 | $212-97.5% | $6,730-99.9% | $145-96.3% |