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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,169 | $65,435-47.8% | $86,677-60.6% | $66,914-48.9% |
| Participation rate | 98.5% | 75.5%+23.0pp | 76.6%+21.9pp | 69.8%+28.7pp |
| Annual return | 1.26% | -10.89%+12.2pp | 35.91%-34.6pp | 1.58%-0.3pp |
| Employer contribution / active EE | $1,410 | $2,153-34.5% | $2,836-50.3% | $2,544-44.6% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $12 | $642-98.2% | $7,493-99.8% | $593-98.0% |