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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,325 | $86,944+127.0% | $107,525+83.5% | $74,304+165.6% |
| Participation rate | 99.2% | 59.6%+39.6pp | 75.1%+24.1pp | 60.3%+38.8pp |
| Annual return | 19.46% | 23.52%-4.1pp | 181.32%-161.9pp | 29.43%-10.0pp |
| Employer contribution / active EE | $2,921 | $2,757+6.0% | $3,754-22.2% | $2,241+30.3% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $13 | $3,727-99.7% | $8,919-99.9% | $2,969-99.6% |