Filed January 30, 2025 (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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,596 | $100,852-71.6% | $90,404-68.4% | $158,922-82.0% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.7%+22.6pp | 82.0%+13.3pp |
| Annual return | 34.14% | 1724.20%-1690.1pp | 1293.02%-1258.9pp | 302.83%-268.7pp |
| Employer contribution / active EE | $1,421 | $3,689-61.5% | $3,262-56.4% | $4,761-70.2% |
| Participant deferral / active EE | $4,286 | $4,348-1.4% | $3,963+8.2% | $5,982-28.3% |
| Admin fee / account holder | $256 | $6,501-96.1% | $5,611-95.4% | $11,246-97.7% |