Filed November 18, 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 | $23,144 | $63,114-63.3% | $92,893-75.1% | $65,185-64.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 20.30% | 28.75%-8.5pp | 109.41%-89.1pp | 29.38%-9.1pp |
| Employer contribution / active EE | $2,176 | $2,571-15.3% | $3,653-40.4% | $2,1770% |
| Participant deferral / active EE | $3,182 | $3,108+2.4% | $4,236-24.9% | $3,514-9.4% |
| Admin fee / account holder | $21 | $624-96.6% | $5,794-99.6% | $847-97.5% |