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 | $79,849 | $89,739-11.0% | $149,718-46.7% | $62,292+28.2% |
| Participation rate | 98.6% | 85.1%+13.5pp | 87.1%+11.5pp | 69.5%+29.1pp |
| Annual return | 17.11% | 21.01%-3.9pp | 1501.63%-1484.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $3,575 | $3,233+10.6% | $5,445-34.4% | $2,042+75.0% |
| Participant deferral / active EE | $4,375 | $4,797-8.8% | $6,569-33.4% | $3,169+38.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |