Filed January 10, 2024 (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.
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 | $91,049 | $57,976+57.0% | $62,995+44.5% | $62,292+46.2% |
| Participation rate | 98.0% | 75.9%+22.0pp | 74.8%+23.2pp | 69.5%+28.4pp |
| Annual return | 12.95% | 17.54%-4.6pp | 87.57%-74.6pp | 28.90%-16.0pp |
| Employer contribution / active EE | $4,176 | $2,415+72.9% | $2,759+51.4% | $2,042+104.5% |
| Participant deferral / active EE | $2,116 | $2,956-28.4% | $3,329-36.4% | $3,169-33.2% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |