Filed June 11, 2024 (most recent of 2 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,090 | $51,197-86.2% | $82,719-91.4% | $66,914-89.4% |
| Participation rate | 89.0% | 67.8%+21.2pp | 72.6%+16.4pp | 69.8%+19.2pp |
| Annual return | 2.62% | -9.64%+12.3pp | 701.18%-698.6pp | 1.58%+1.0pp |
| Employer contribution / active EE | $456 | $2,611-82.5% | $3,009-84.8% | $2,544-82.1% |
| Participant deferral / active EE | $1,330 | $3,458-61.5% | $4,395-69.7% | $4,237-68.6% |
| Admin fee / account holder | $48 | $416-88.6% | $5,329-99.1% | $593-92.0% |