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 | $101,415 | $136,307-25.6% | $177,821-43.0% | $73,488+38.0% |
| Participation rate | 98.0% | 86.1%+11.9pp | 87.7%+10.3pp | 70.7%+27.4pp |
| Annual return | 13.83% | 18.68%-4.8pp | 48.32%-34.5pp | 28.51%-14.7pp |
| Employer contribution / active EE | $4,159 | $3,712+12.1% | $5,918-29.7% | $2,270+83.2% |
| Participant deferral / active EE | $5,118 | $5,829-12.2% | $7,714-33.7% | $3,740+36.9% |
| Admin fee / account holder | $3 | $596-99.4% | $12,427-100.0% | $513-99.4% |