Filed July 23, 2025
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,844 | $89,739-6.6% | $149,718-44.0% | $62,292+34.6% |
| Participation rate | 97.9% | 85.1%+12.8pp | 87.1%+10.9pp | 69.5%+28.4pp |
| Annual return | 16.06% | 21.01%-4.9pp | 1501.63%-1485.6pp | 28.90%-12.8pp |
| Employer contribution / active EE | $4,205 | $3,233+30.1% | $5,445-22.8% | $2,042+105.9% |
| Participant deferral / active EE | $4,383 | $4,797-8.6% | $6,569-33.3% | $3,169+38.3% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |