Filed October 20, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,208 | $107,334+48.3% | $92,893+71.4% | $152,861+4.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.14% | 145.58%-122.4pp | 109.41%-86.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,083 | $4,221-50.6% | $3,653-43.0% | $4,762-56.3% |
| Participant deferral / active EE | $8,139 | $4,845+68.0% | $4,236+92.1% | $5,850+39.1% |
| Admin fee / account holder | $5 | $7,079-99.9% | $5,794-99.9% | $11,596-100.0% |