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.
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 | $172,728 | $82,917+108.3% | $103,333+67.2% | $77,643+122.5% |
| Participation rate | 98.8% | 71.6%+27.3pp | 74.5%+24.3pp | 70.6%+28.3pp |
| Annual return | -4.96% | 19.13%-24.1pp | 24.88%-29.8pp | 31.24%-36.2pp |
| Employer contribution / active EE | $2,205 | $3,552-37.9% | $3,868-43.0% | $2,726-19.1% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |