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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,553 | $78,419-52.1% | $133,956-72.0% | $73,409-48.8% |
| Participation rate | 89.7% | 78.6%+11.1pp | 79.8%+9.9pp | 72.2%+17.5pp |
| Annual return | 22.33% | 33.35%-11.0pp | 45.09%-22.8pp | 59.29%-37.0pp |
| Employer contribution / active EE | $1,786 | $2,044-12.6% | $3,919-54.4% | $2,234-20.1% |
| Participant deferral / active EE | $4,685 | $3,925+19.3% | $5,048-7.2% | $3,805+23.1% |
| Admin fee / account holder | $20 | $161-87.5% | $8,927-99.8% | $158-87.2% |