Filed January 31, 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 7-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.
Participant contribution per participant 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 | $19,654 | $64,286-69.4% | $90,951-78.4% | $73,409-73.2% |
| Participation rate | 96.0% | 63.6%+32.4pp | 69.0%+27.0pp | 72.2%+23.8pp |
| Annual return | 18.25% | 21.45%-3.2pp | 134.60%-116.4pp | 59.29%-41.0pp |
| Employer contribution / active EE | $586 | $895-34.5% | $2,122-72.4% | $2,234-73.8% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $287-100.0% | $5,959-100.0% | $158-100.0% |