Filed May 16, 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.
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 | $41,019 | $75,828-45.9% | $147,614-72.2% | $59,632-31.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 2.79% | 0.37%+2.4pp | 61.98%-59.2pp | 2041.28%-2038.5pp |
| Employer contribution / active EE | $2,711 | $3,485-22.2% | $5,564-51.3% | $2,203+23.1% |
| Participant deferral / active EE | $1,643 | $3,130-47.5% | $4,895-66.4% | $3,192-48.5% |
| Admin fee / account holder | $0 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |