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 | $384,431 | $66,124+481.4% | $90,404+325.2% | $73,488+423.1% |
| Participation rate | 98.9% | 69.7%+29.2pp | 72.7%+26.2pp | 70.7%+28.2pp |
| Annual return | 16.63% | 17.65%-1.0pp | 1293.02%-1276.4pp | 28.51%-11.9pp |
| Employer contribution / active EE | $20,086 | $2,346+756.1% | $3,262+515.8% | $2,270+784.8% |
| Participant deferral / active EE | $1,803 | $3,039-40.7% | $3,963-54.5% | $3,740-51.8% |
| Admin fee / account holder | $3 | $396-99.3% | $5,611-100.0% | $513-99.5% |