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 | $65,079 | $74,089-12.2% | $133,980-51.4% | $55,167+18.0% |
| Participation rate | 98.1% | 84.3%+13.9pp | 87.1%+11.1pp | 69.0%+29.2pp |
| Annual return | 8.47% | 12.11%-3.6pp | 29.30%-20.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $2,957 | $3,064-3.5% | $5,211-43.3% | $1,963+50.7% |
| Participant deferral / active EE | $3,713 | $4,678-20.6% | $6,282-40.9% | $3,054+21.6% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |