Filed March 18, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,504 | $99,985+108.5% | $146,665+42.2% | $85,850+142.9% |
| Participation rate | 98.8% | 73.1%+25.7pp | 80.1%+18.7pp | 69.3%+29.5pp |
| Annual return | 23.92% | 18.93%+5.0pp | 22.74%+1.2pp | 318.53%-294.6pp |
| Employer contribution / active EE | $16,947 | $2,559+562.4% | $4,136+309.7% | $2,565+560.7% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,702-100.0% | $10,280-100.0% | $6,260-100.0% |