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 | $126,834 | $148,534-14.6% | $135,903-6.7% | $139,434-9.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 13.18% | 79.19%-66.0pp | 68.23%-55.1pp | 372.94%-359.8pp |
| Employer contribution / active EE | $6,843 | $5,243+30.5% | $4,856+40.9% | $4,751+44.0% |
| Participant deferral / active EE | $21,041 | $8,100+159.8% | $7,758+171.2% | $6,710+213.6% |
| Admin fee / account holder | $287 | $12,400-97.7% | $10,762-97.3% | $11,403-97.5% |