Filed December 19, 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 | $28,227 | $46,674-39.5% | $117,472-76.0% | $68,494-58.8% |
| Participation rate | 94.6% | 56.8%+37.9pp | 70.6%+24.1pp | 67.9%+26.8pp |
| Annual return | -15.73% | -14.52%-1.2pp | 29.74%-45.5pp | -7.84%-7.9pp |
| Employer contribution / active EE | $660 | $1,505-56.1% | $4,176-84.2% | $2,596-74.6% |
| Participant deferral / active EE | $0 | $2,636-100.0% | $4,070-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $4,020-100.0% | $5,645-100.0% | $5,403-100.0% |