Filed October 31, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,590 | $127,264+69.4% | $109,895+96.2% | $167,490+28.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 17.07% | 22.97%-5.9pp | 29.45%-12.4pp | 478.56%-461.5pp |
| Employer contribution / active EE | $3,120 | $3,322-6.1% | $2,842+9.8% | $4,837-35.5% |
| Participant deferral / active EE | $2,630 | $4,514-41.7% | $4,048-35.0% | $6,341-58.5% |
| Admin fee / account holder | $7 | $7,114-99.9% | $6,066-99.9% | $12,309-99.9% |