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 | $133,688 | $60,795+119.9% | $69,455+92.5% | $65,185+105.1% |
| Participation rate | 99.4% | 74.9%+24.5pp | 74.6%+24.8pp | 70.2%+29.2pp |
| Annual return | 20.85% | 17.46%+3.4pp | 28.97%-8.1pp | 29.38%-8.5pp |
| Employer contribution / active EE | $2,439 | $2,452-0.5% | $2,779-12.2% | $2,177+12.1% |
| Participant deferral / active EE | $3,072 | $3,162-2.8% | $3,535-13.1% | $3,514-12.6% |
| Admin fee / account holder | $61 | $314-80.6% | $3,839-98.4% | $847-92.8% |