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 | $73,281 | $74,552-1.7% | $62,995+16.3% | $69,631+5.2% |
| Participation rate | 96.3% | 78.3%+18.0pp | 74.8%+21.5pp | 70.7%+25.6pp |
| Annual return | 11.69% | 15.77%-4.1pp | 87.57%-75.9pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $1,917 | $2,929-34.6% | $2,759-30.5% | $2,032-5.7% |
| Participant deferral / active EE | $3,133 | $2,974+5.3% | $3,329-5.9% | $3,224-2.8% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |