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 | $77,437 | $79,523-2.6% | $140,016-44.7% | $56,287+37.6% |
| Participation rate | 93.2% | 85.7%+7.5pp | 87.5%+5.7pp | 69.9%+23.4pp |
| Annual return | -3.41% | 2.39%-5.8pp | 651.12%-654.5pp | -9.96%+6.5pp |
| Employer contribution / active EE | $3,373 | $3,350+0.7% | $5,606-39.8% | $2,111+59.8% |
| Participant deferral / active EE | $4,041 | $5,129-21.2% | $6,927-41.7% | $3,350+20.6% |
| Admin fee / account holder | $2 | $614-99.7% | $10,705-100.0% | $521-99.7% |