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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $312,697 | $50,637+517.5% | $86,590+261.1% | $62,292+402.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.54% | 20.80%-3.3pp | 964.84%-947.3pp | 28.90%-11.4pp |
| Employer contribution / active EE | $19,658 | $2,075+847.2% | $2,839+592.4% | $2,042+862.6% |
| Participant deferral / active EE | $1,647 | $2,611-36.9% | $3,609-54.4% | $3,169-48.0% |
| Admin fee / account holder | $3 | $413-99.3% | $4,906-99.9% | $479-99.4% |