Filed August 28, 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 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 | $50,790 | $156,846-67.6% | $121,098-58.1% | $139,434-63.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 21.20% | 1474.56%-1453.4pp | 985.75%-964.5pp | 372.94%-351.7pp |
| Employer contribution / active EE | $4,263 | $5,536-23.0% | $4,164+2.4% | $4,751-10.3% |
| Participant deferral / active EE | $7,013 | $4,844+44.8% | $4,080+71.9% | $6,710+4.5% |
| Admin fee / account holder | $192 | $6,946-97.2% | $5,644-96.6% | $11,403-98.3% |