Filed November 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,312 | $209,411-81.7% | $178,490-78.5% | $158,922-75.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.44% | 188.75%-185.3pp | 151.07%-147.6pp | 302.83%-299.4pp |
| Employer contribution / active EE | $3,096 | $5,706-45.7% | $5,011-38.2% | $4,761-35.0% |
| Participant deferral / active EE | $3,983 | $5,954-33.1% | $5,202-23.4% | $5,982-33.4% |
| Admin fee / account holder | $236 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |