Filed December 27, 2024 (most recent of 6 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,537 | $100,227-55.6% | $169,993-73.8% | $74,419-40.2% |
| Participation rate | 99.9% | 87.3%+12.6pp | 87.0%+12.9pp | 70.7%+29.2pp |
| Annual return | -21.51% | 66.08%-87.6pp | 53.37%-74.9pp | 34.38%-55.9pp |
| Employer contribution / active EE | $4,747 | $4,263+11.4% | $6,785-30.0% | $2,637+80.0% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $10,408-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $234-100.0% | $12,815-100.0% | $348-100.0% |