Filed August 19, 2024
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $689,255 | $80,724+753.8% | $103,333+567.0% | $74,495+825.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 44.96% | 27.56%+17.4pp | 24.88%+20.1pp | 1364.94%-1320.0pp |
| Employer contribution / active EE | $23,838 | $3,157+655.0% | $3,868+516.3% | $2,623+808.8% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $42 | $2,368-98.2% | $8,355-99.5% | $1,942-97.8% |