Filed July 8, 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,671 | $60,323-54.1% | $81,812-66.2% | $74,495-62.9% |
| Participation rate | 92.2% | 62.9%+29.3pp | 72.3%+19.8pp | 67.2%+25.0pp |
| Annual return | 18.23% | 16.90%+1.3pp | 773.79%-755.6pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $1,523 | $2,620-41.9% | $2,912-47.7% | $2,623-41.9% |
| Participant deferral / active EE | $3,216 | $3,387-5.1% | $4,319-25.5% | $4,346-26.0% |
| Admin fee / account holder | $160 | $1,486-89.2% | $7,386-97.8% | $1,942-91.7% |