Filed February 8, 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,060 | $70,667-70.2% | $123,104-82.9% | $52,331-59.8% |
| Participation rate | 86.1% | 83.7%+2.4pp | 86.8%-0.7pp | 68.1%+18.0pp |
| Annual return | 0.27% | 6.23%-6.0pp | 13.22%-12.9pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,061 | $2,946-64.0% | $5,151-79.4% | $1,882-43.6% |
| Participant deferral / active EE | $2,607 | $4,493-42.0% | $6,230-58.1% | $3,022-13.7% |
| Admin fee / account holder | $36 | $506-92.8% | $9,015-99.6% | $592-93.9% |