Filed June 20, 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 | $29,217 | $57,108-48.8% | $94,224-69.0% | $52,331-44.2% |
| Participation rate | 77.9% | 72.9%+4.9pp | 78.8%-0.9pp | 68.1%+9.8pp |
| Annual return | 0.92% | 1.47%-0.6pp | 10.68%-9.8pp | 4.54%-3.6pp |
| Employer contribution / active EE | $900 | $1,735-48.1% | $3,587-74.9% | $1,882-52.1% |
| Participant deferral / active EE | $2,017 | $3,040-33.7% | $4,320-53.3% | $3,022-33.3% |
| Admin fee / account holder | $38 | $546-93.1% | $6,269-99.4% | $592-93.6% |