Filed December 13, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,055 | $88,581+64.9% | $145,661+0.3% | $74,304+96.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 77.2%+22.8pp | 60.3%+39.7pp |
| Annual return | 530.99% | 34.30%+496.7pp | 101.46%+429.5pp | 29.43%+501.6pp |
| Employer contribution / active EE | $1,137 | $2,612-56.5% | $4,238-73.2% | $2,241-49.3% |
| Participant deferral / active EE | $0 | $4,151-100.0% | $7,198-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,953-100.0% | $12,466-100.0% | $2,969-100.0% |