Filed February 19, 2025
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 exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $529,885 | $89,248+493.7% | $136,007+289.6% | $74,495+611.3% |
| Participation rate | 98.7% | 69.4%+29.3pp | 76.5%+22.2pp | 67.2%+31.5pp |
| Annual return | 24.31% | 22.76%+1.6pp | 579.32%-555.0pp | 1364.94%-1340.6pp |
| Employer contribution / active EE | $5,438 | $2,838+91.6% | $4,217+29.0% | $2,623+107.3% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $7,025-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,545-100.0% | $6,858-100.0% | $1,942-100.0% |