Filed May 11, 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.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,347 | $80,753+23.0% | $136,294-27.1% | $62,292+59.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.30% | 35.83%-19.5pp | 5155.94%-5139.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $3,982 | $2,884+38.1% | $4,695-15.2% | $2,042+95.0% |
| Participant deferral / active EE | $7,590 | $5,164+47.0% | $6,247+21.5% | $3,169+139.5% |
| Admin fee / account holder | $11 | $525-98.0% | $9,243-99.9% | $479-97.8% |