Filed June 15, 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 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 | $115,621 | $67,166+72.1% | $57,343+101.6% | $55,191+109.5% |
| Participation rate | 88.5% | 77.7%+10.8pp | 75.1%+13.5pp | 69.2%+19.4pp |
| Annual return | 2.65% | 4.22%-1.6pp | 24.39%-21.7pp | 10.78%-8.1pp |
| Employer contribution / active EE | $4,798 | $2,812+70.6% | $2,689+78.5% | $1,899+152.7% |
| Participant deferral / active EE | $1,940 | $2,835-31.6% | $3,162-38.6% | $3,046-36.3% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |