Filed July 12, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,436 | $34,934-75.9% | $56,411-85.0% | $74,495-88.7% |
| Participation rate | 99.2% | 32.8%+66.4pp | 52.5%+46.8pp | 67.2%+32.0pp |
| Annual return | 85.84% | 25.94%+59.9pp | 1701.33%-1615.5pp | 1364.94%-1279.1pp |
| Employer contribution / active EE | $2,428 | $609+298.7% | $1,039+133.7% | $2,623-7.4% |
| Participant deferral / active EE | $0 | $1,170-100.0% | $1,952-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,364-100.0% | $2,829-100.0% | $1,942-100.0% |