Filed April 22, 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $979 | $56,114-98.3% | $96,139-99.0% | $85,850-98.9% |
| Participation rate | 94.2% | 56.7%+37.5pp | 68.4%+25.8pp | 69.3%+24.9pp |
| Annual return | 7.14% | 42.30%-35.2pp | 191.94%-184.8pp | 318.53%-311.4pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $56 | $3,768-98.5% | $5,537-99.0% | $6,260-99.1% |