Filed September 9, 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 5-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 | $60,817 | $148,978-59.2% | $200,582-69.7% | $84,808-28.3% |
| Participation rate | 96.3% | 84.2%+12.1pp | 86.9%+9.4pp | 68.3%+28.0pp |
| Annual return | 22.62% | 28.16%-5.5pp | 42.33%-19.7pp | 40.90%-18.3pp |
| Employer contribution / active EE | $8,109 | $4,815+68.4% | $6,419+26.3% | $2,631+208.2% |
| Participant deferral / active EE | $9,940 | $7,142+39.2% | $9,331+6.5% | $4,212+136.0% |
| Admin fee / account holder | $0 | $13,977-100.0% | $16,305-100.0% | $7,344-100.0% |