Filed July 19, 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 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.
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 | $126,570 | $57,976+118.3% | $62,995+100.9% | $62,292+103.2% |
| Participation rate | 99.3% | 75.9%+23.4pp | 74.8%+24.5pp | 69.5%+29.8pp |
| Annual return | 14.23% | 17.54%-3.3pp | 87.57%-73.3pp | 28.90%-14.7pp |
| Employer contribution / active EE | $2,329 | $2,415-3.5% | $2,759-15.6% | $2,042+14.1% |
| Participant deferral / active EE | $3,115 | $2,956+5.4% | $3,329-6.4% | $3,169-1.7% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |