Filed May 13, 2025 (most recent of 2 filings on file)
Total covered: 2 employees
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 10-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 | $142,184 | $60,124+136.5% | $90,404+57.3% | $79,858+78.0% |
| Participation rate | 71.0% | 65.0%+6.0pp | 72.7%-1.7pp | 69.6%+1.3pp |
| Annual return | 17.16% | 71.94%-54.8pp | 1293.02%-1275.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,567 | $2,068-24.2% | $3,262-51.9% | $2,471-36.6% |
| Participant deferral / active EE | $2,402 | $2,938-18.3% | $3,963-39.4% | $3,740-35.8% |
| Admin fee / account holder | $166 | $3,976-95.8% | $5,611-97.0% | $5,306-96.9% |