Filed October 14, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,123 | $66,124+56.0% | $90,404+14.1% | $73,488+40.3% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 15.33% | 17.65%-2.3pp | 1293.02%-1277.7pp | 28.51%-13.2pp |
| Employer contribution / active EE | $5,747 | $2,346+144.9% | $3,262+76.2% | $2,270+153.2% |
| Participant deferral / active EE | $5,310 | $3,039+74.7% | $3,963+34.0% | $3,740+42.0% |
| Admin fee / account holder | $201 | $396-49.2% | $5,611-96.4% | $513-60.8% |