Filed August 2, 2024
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 | $29,399 | $78,275-62.4% | $109,143-73.1% | $86,799-66.1% |
| Participation rate | 99.6% | 73.8%+25.7pp | 75.9%+23.7pp | 72.3%+27.3pp |
| Annual return | 7.21% | 19.14%-11.9pp | 25.75%-18.5pp | 97.91%-90.7pp |
| Employer contribution / active EE | $4,261 | $3,105+37.2% | $3,722+14.5% | $2,405+77.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,752-100.0% | $170-100.0% |