Filed March 6, 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.
Employer contribution per participant 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 | $220,443 | $76,670+187.5% | $96,683+128.0% | $71,457+208.5% |
| Participation rate | 99.1% | 66.6%+32.5pp | 74.3%+24.7pp | 67.9%+31.2pp |
| Annual return | 78.29% | 48.29%+30.0pp | 35.69%+42.6pp | 28.85%+49.4pp |
| Employer contribution / active EE | $377 | $3,031-87.6% | $3,737-89.9% | $2,588-85.4% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,730-100.0% | $1,587-100.0% |