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 | $177,716 | $159,901+11.1% | $146,958+20.9% | $145,922+21.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 12.70% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $6,263 | $5,286+18.5% | $4,933+27.0% | $4,660+34.4% |
| Participant deferral / active EE | $18,571 | $8,428+120.3% | $8,070+130.1% | $6,688+177.7% |
| Admin fee / account holder | $271 | $15,044-98.2% | $12,998-97.9% | $13,397-98.0% |