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 | $90,790 | $102,553-11.5% | $151,611-40.1% | $66,914+35.7% |
| Participation rate | 93.2% | 85.5%+7.6pp | 87.5%+5.7pp | 69.8%+23.3pp |
| Annual return | -16.90% | -10.82%-6.1pp | 3.33%-20.2pp | 1.58%-18.5pp |
| Employer contribution / active EE | $4,102 | $4,180-1.9% | $6,166-33.5% | $2,544+61.2% |
| Participant deferral / active EE | $5,234 | $6,641-21.2% | $8,363-37.4% | $4,237+23.5% |
| Admin fee / account holder | $4 | $630-99.3% | $11,616-100.0% | $593-99.3% |