Filed September 18, 2025
Total covered: 4 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,592 | $70,756+251.3% | $65,493+279.6% | $142,382+74.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.36% | 1754.89%-1737.5pp | 982.45%-965.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $15,264 | $2,881+429.9% | $2,574+492.9% | $4,299+255.0% |
| Participant deferral / active EE | $16,457 | $4,637+254.9% | $3,961+315.5% | $6,507+152.9% |
| Admin fee / account holder | $15 | $6,559-99.8% | $5,028-99.7% | $12,624-99.9% |