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 | $111,467 | $65,322+70.6% | $70,449+58.2% | $73,488+51.7% |
| Participation rate | 98.5% | 77.0%+21.6pp | 75.1%+23.5pp | 70.7%+27.9pp |
| Annual return | 12.73% | 15.71%-3.0pp | 109.03%-96.3pp | 28.51%-15.8pp |
| Employer contribution / active EE | $4,717 | $2,460+91.8% | $2,737+72.4% | $2,270+107.8% |
| Participant deferral / active EE | $6,236 | $3,375+84.8% | $3,709+68.1% | $3,740+66.8% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |