Filed July 11, 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 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,612 | $84,487+10.8% | $125,339-25.3% | $66,914+39.9% |
| Participation rate | 79.6% | 76.4%+3.1pp | 82.4%-2.8pp | 69.8%+9.8pp |
| Annual return | 33.35% | -8.39%+41.7pp | 572.05%-538.7pp | 1.58%+31.8pp |
| Employer contribution / active EE | $10,221 | $3,553+187.7% | $4,814+112.3% | $2,544+301.7% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |