Filed November 21, 2024 (most recent of 4 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 | $62,399 | $70,667-11.7% | $123,104-49.3% | $52,331+19.2% |
| Participation rate | 96.9% | 83.7%+13.2pp | 86.8%+10.1pp | 68.1%+28.8pp |
| Annual return | -0.17% | 6.23%-6.4pp | 13.22%-13.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,744 | $2,946-40.8% | $5,151-66.1% | $1,882-7.3% |
| Participant deferral / active EE | $4,336 | $4,493-3.5% | $6,230-30.4% | $3,022+43.5% |
| Admin fee / account holder | $0 | $506-100.0% | $9,015-100.0% | $592-100.0% |