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 | $43,423-100.0% | $78,689-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 68.0%-68.0pp | 73.6%-73.6pp | 69.0%-69.0pp |
| Annual return | 7.94% | 11.53%-3.6pp | 62.18%-54.2pp | 169.23%-161.3pp |
| Employer contribution / active EE | $18,730 | $1,997+838.0% | $2,851+557.0% | $1,963+854.3% |
| Participant deferral / active EE | $2,080 | $2,509-17.1% | $3,517-40.9% | $3,054-31.9% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |