Filed August 22, 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 | $111,661 | $105,931+5.4% | $81,930+36.3% | $158,922-29.7% |
| Participation rate | 81.3% | 75.6%+5.6pp | 72.0%+9.3pp | 82.0%-0.7pp |
| Annual return | 20.46% | 38.17%-17.7pp | 29.49%-9.0pp | 302.83%-282.4pp |
| Employer contribution / active EE | $924 | $7,800-88.2% | $4,310-78.6% | $4,761-80.6% |
| Participant deferral / active EE | $2,545 | $13,003-80.4% | $7,107-64.2% | $5,982-57.5% |
| Admin fee / account holder | $196 | $8,489-97.7% | $5,158-96.2% | $11,246-98.3% |