Filed April 3, 2025 (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 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 | $0 | $41,854-100.0% | $73,843-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 73.4%-73.4pp | 68.1%-68.1pp |
| Annual return | -0.96% | 2.11%-3.1pp | 2267.84%-2268.8pp | 4.54%-5.5pp |
| Employer contribution / active EE | $18,531 | $1,920+865.1% | $2,787+564.8% | $1,882+884.8% |
| Participant deferral / active EE | $1,090 | $2,498-56.4% | $3,583-69.6% | $3,022-63.9% |
| Admin fee / account holder | $0 | $493-100.0% | $4,880-100.0% | $592-100.0% |