Filed September 26, 2025
Total covered: 2 employees
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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,473 | $185,822-74.5% | $169,993-72.1% | $139,434-66.0% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 11.67% | 60.50%-48.8pp | 53.37%-41.7pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,062 | $7,590-86.0% | $6,785-84.3% | $4,751-77.6% |
| Participant deferral / active EE | $1,329 | $11,622-88.6% | $10,408-87.2% | $6,710-80.2% |
| Admin fee / account holder | $10 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |