Filed March 6, 2025
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,589 | $65,322+77.0% | $70,449+64.1% | $73,488+57.3% |
| Participation rate | 98.8% | 77.0%+21.9pp | 75.1%+23.8pp | 70.7%+28.2pp |
| Annual return | 3.02% | 15.71%-12.7pp | 109.03%-106.0pp | 28.51%-25.5pp |
| Employer contribution / active EE | $6,055 | $2,460+146.2% | $2,737+121.3% | $2,270+166.7% |
| Participant deferral / active EE | $7,386 | $3,375+118.9% | $3,709+99.2% | $3,740+97.5% |
| Admin fee / account holder | $126 | $214-41.3% | $3,845-96.7% | $513-75.5% |