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.
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 | $23,360 | $64,909-64.0% | $82,313-71.6% | $62,292-62.5% |
| Participation rate | 99.6% | 74.9%+24.7pp | 76.9%+22.7pp | 69.5%+30.0pp |
| Annual return | 12.73% | 21.18%-8.4pp | 25.88%-13.1pp | 28.90%-16.2pp |
| Employer contribution / active EE | $446 | $1,676-73.4% | $2,428-81.6% | $2,042-78.1% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $3 | $440-99.2% | $5,608-99.9% | $479-99.3% |