Filed October 1, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,791-100.0% | $90,645-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 78.0%-78.0pp | 74.0%-74.0pp | 82.6%-82.6pp |
| Annual return | 0.09% | -0.90%+1.0pp | 1.88%-1.8pp | 519.73%-519.6pp |
| Employer contribution / active EE | $4,472 | $3,018+48.2% | $2,532+76.6% | $4,779-6.4% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,425-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |