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 | $111,489 | $108,549+2.7% | $156,263-28.7% | $85,563+30.3% |
| Participation rate | 98.7% | 77.1%+21.6pp | 78.9%+19.8pp | 66.0%+32.8pp |
| Annual return | 80.80% | 21.79%+59.0pp | 59.47%+21.3pp | 31.51%+49.3pp |
| Employer contribution / active EE | $3,209 | $2,690+19.3% | $4,333-25.9% | $2,654+20.9% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $6,158-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $650-100.0% | $14,255-100.0% | $834-100.0% |