Filed December 2, 2025 (most recent of 2 filings on file)
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 4-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 | $82,501 | $138,044-40.2% | $125,339-34.2% | $134,475-38.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.94% | 750.33%-761.3pp | 572.05%-583.0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $9,720 | $5,243+85.4% | $4,814+101.9% | $4,740+105.1% |
| Participant deferral / active EE | $23,100 | $7,799+196.2% | $7,446+210.2% | $6,400+261.0% |
| Admin fee / account holder | $196 | $11,571-98.3% | $10,010-98.0% | $11,426-98.3% |