Filed October 29, 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 9-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 | $102,133 | $55,002+85.7% | $59,878+70.6% | $56,287+81.5% |
| Participation rate | 98.3% | 75.9%+22.4pp | 74.7%+23.6pp | 69.9%+28.5pp |
| Annual return | 9.96% | 1.13%+8.8pp | 3.46%+6.5pp | -9.96%+19.9pp |
| Employer contribution / active EE | $5,128 | $2,448+109.5% | $2,722+88.4% | $2,111+142.9% |
| Participant deferral / active EE | $6,844 | $3,121+119.3% | $3,402+101.2% | $3,350+104.3% |
| Admin fee / account holder | $14 | $236-93.9% | $3,590-99.6% | $521-97.3% |