Filed August 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,237 | $68,408-0.3% | $57,179+19.3% | $57,658+18.3% |
| Participation rate | 96.4% | 79.1%+17.3pp | 75.3%+21.1pp | 70.2%+26.2pp |
| Annual return | 1.18% | 8.51%-7.3pp | 14.59%-13.4pp | 5.13%-4.0pp |
| Employer contribution / active EE | $2,099 | $2,869-26.9% | $2,682-21.8% | $1,974+6.3% |
| Participant deferral / active EE | $3,487 | $2,903+20.1% | $3,096+12.6% | $3,061+13.9% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |