Filed December 24, 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 9-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 | $87,233 | $86,225+1.2% | $146,665-40.5% | $86,799+0.5% |
| Participation rate | 98.2% | 78.0%+20.2pp | 80.1%+18.1pp | 72.3%+25.9pp |
| Annual return | 92.09% | 31.23%+60.9pp | 22.74%+69.3pp | 97.91%-5.8pp |
| Employer contribution / active EE | $7,714 | $2,392+222.5% | $4,136+86.5% | $2,405+220.7% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,280-100.0% | $170-100.0% |