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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,006 | $60,165-66.7% | $74,183-73.0% | $55,167-63.7% |
| Participation rate | 99.1% | 74.2%+25.0pp | 76.6%+22.5pp | 69.0%+30.1pp |
| Annual return | 378.75% | 10.00%+368.8pp | 17.74%+361.0pp | 169.23%+209.5pp |
| Employer contribution / active EE | $763 | $1,600-52.3% | $2,370-67.8% | $1,963-61.1% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $9 | $419-97.9% | $5,586-99.8% | $504-98.3% |