Filed December 20, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,562 | $58,208-30.3% | $81,812-50.4% | $80,856-49.8% |
| Participation rate | 80.0% | 63.4%+16.6pp | 72.3%+7.7pp | 67.6%+12.4pp |
| Annual return | 11.70% | 41.66%-30.0pp | 773.79%-762.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $4,217 | $2,340+80.2% | $2,912+44.8% | $2,755+53.1% |
| Participant deferral / active EE | $8,433 | $3,281+157.0% | $4,319+95.3% | $4,296+96.3% |
| Admin fee / account holder | $139 | $4,981-97.2% | $7,386-98.1% | $6,918-98.0% |