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 | $292,815 | $44,873+552.5% | $79,464+268.5% | $56,287+420.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -4.74% | 0.81%-5.6pp | 718.14%-722.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $19,578 | $2,140+814.9% | $2,800+599.1% | $2,111+827.4% |
| Participant deferral / active EE | $1,809 | $2,746-34.1% | $3,704-51.2% | $3,350-46.0% |
| Admin fee / account holder | $3 | $418-99.4% | $5,113-99.9% | $521-99.5% |