Filed January 20, 2025 (most recent of 5 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 | $229,081 | $113,995+101.0% | $127,761+79.3% | $77,787+194.5% |
| Participation rate | 98.5% | 85.7%+12.8pp | 79.0%+19.5pp | 73.2%+25.3pp |
| Annual return | 21.76% | 26.09%-4.3pp | 26.14%-4.4pp | 32.57%-10.8pp |
| Employer contribution / active EE | $11,303 | $6,012+88.0% | $4,574+147.1% | $2,504+351.3% |
| Participant deferral / active EE | $8,531 | $7,267+17.4% | $6,021+41.7% | $3,967+115.0% |
| Admin fee / account holder | $0 | $108-100.0% | $9,395-100.0% | $100-100.0% |