Filed May 8, 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 | $107,777 | $58,694+83.6% | $142,863-24.6% | $85,850+25.5% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 49.01% | 27.72%+21.3pp | 5637.54%-5588.5pp | 318.53%-269.5pp |
| Employer contribution / active EE | $2,615 | $1,423+83.8% | $4,144-36.9% | $2,565+2.0% |
| Participant deferral / active EE | $6,910 | $2,607+165.0% | $3,837+80.1% | $3,952+74.9% |
| Admin fee / account holder | $0 | $4,239-100.0% | $6,560-100.0% | $6,260-100.0% |