Filed January 22, 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 | $60,282 | $29,369+105.3% | $77,482-22.2% | $73,409-17.9% |
| Participation rate | 95.6% | 37.9%+57.6pp | 54.2%+41.4pp | 72.2%+23.4pp |
| Annual return | -23.83% | 358.15%-382.0pp | 54.79%-78.6pp | 59.29%-83.1pp |
| Employer contribution / active EE | $6,307 | $406+1454.0% | $986+539.4% | $2,234+182.4% |
| Participant deferral / active EE | $0 | $941-100.0% | $1,861-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $2,858-100.0% | $158-100.0% |