Filed January 16, 2024 (most recent of 2 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 | $156,385 | $77,197+102.6% | $86,874+80.0% | $93,030+68.1% |
| Participation rate | 89.9% | 78.2%+11.7pp | 71.6%+18.2pp | 73.9%+16.0pp |
| Annual return | 18.51% | 16.31%+2.2pp | 63.52%-45.0pp | 158.70%-140.2pp |
| Employer contribution / active EE | $0 | $2,514-100.0% | $2,495-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $10,216 | $3,831+166.7% | $3,699+176.2% | $4,562+123.9% |
| Admin fee / account holder | $0 | $105-100.0% | $5,828-100.0% | $152-100.0% |