Filed March 23, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $561,390 | $64,307+773.0% | $57,343+879.0% | $125,391+347.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.68% | 25.12%-23.4pp | 24.39%-22.7pp | 282.22%-280.5pp |
| Employer contribution / active EE | $25,321 | $3,193+693.1% | $2,689+841.8% | $4,866+420.4% |
| Participant deferral / active EE | $45,991 | $3,848+1095.1% | $3,162+1354.3% | $5,352+759.4% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |