Filed October 22, 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 7-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 | $117,724 | $217,402-45.8% | $185,823-36.6% | $167,490-29.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.46% | 148.36%-129.9pp | 122.05%-103.6pp | 478.56%-460.1pp |
| Employer contribution / active EE | $5,987 | $5,873+1.9% | $5,167+15.9% | $4,837+23.8% |
| Participant deferral / active EE | $8,293 | $6,356+30.5% | $5,568+48.9% | $6,341+30.8% |
| Admin fee / account holder | $111 | $19,811-99.4% | $16,237-99.3% | $12,309-99.1% |