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 | $90,022 | $98,982-9.1% | $162,163-44.5% | $65,185+38.1% |
| Participation rate | 96.0% | 85.8%+10.3pp | 87.6%+8.5pp | 70.2%+25.8pp |
| Annual return | 23.25% | 24.84%-1.6pp | 115.59%-92.3pp | 29.38%-6.1pp |
| Employer contribution / active EE | $3,590 | $3,467+3.6% | $5,614-36.1% | $2,177+64.9% |
| Participant deferral / active EE | $4,418 | $5,384-17.9% | $7,298-39.5% | $3,514+25.7% |
| Admin fee / account holder | $4 | $596-99.4% | $10,843-100.0% | $847-99.6% |