Filed March 7, 2025 (most recent of 4 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,620 | $87,870-54.9% | $113,168-65.0% | $74,304-46.7% |
| Participation rate | 99.1% | 70.7%+28.4pp | 76.6%+22.6pp | 60.3%+38.8pp |
| Annual return | 5.08% | 26.44%-21.4pp | 24.27%-19.2pp | 29.43%-24.3pp |
| Employer contribution / active EE | $862 | $2,277-62.1% | $2,975-71.0% | $2,241-61.5% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $7 | $3,368-99.8% | $12,068-99.9% | $2,969-99.8% |