Filed March 8, 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 | $41,811 | $98,982-57.8% | $162,163-74.2% | $65,185-35.9% |
| Participation rate | 71.8% | 85.8%-14.0pp | 87.6%-15.8pp | 70.2%+1.6pp |
| Annual return | 98.45% | 24.84%+73.6pp | 115.59%-17.1pp | 29.38%+69.1pp |
| Employer contribution / active EE | $3,992 | $3,467+15.1% | $5,614-28.9% | $2,177+83.4% |
| Participant deferral / active EE | $3,578 | $5,384-33.6% | $7,298-51.0% | $3,514+1.8% |
| Admin fee / account holder | $3 | $596-99.4% | $10,843-100.0% | $847-99.6% |