Filed September 13, 2024 (most recent of 3 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,974 | $65,322+39.3% | $70,449+29.1% | $73,488+23.8% |
| Participation rate | 96.8% | 77.0%+19.9pp | 75.1%+21.8pp | 70.7%+26.1pp |
| Annual return | 4.77% | 15.71%-10.9pp | 109.03%-104.3pp | 28.51%-23.7pp |
| Employer contribution / active EE | $2,102 | $2,460-14.6% | $2,737-23.2% | $2,270-7.4% |
| Participant deferral / active EE | $2,548 | $3,375-24.5% | $3,709-31.3% | $3,740-31.9% |
| Admin fee / account holder | $74 | $214-65.3% | $3,845-98.1% | $513-85.5% |