Filed December 3, 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,889 | $58,726+175.7% | $92,233+75.5% | $62,292+159.9% |
| Participation rate | 98.8% | 68.3%+30.4pp | 76.5%+22.3pp | 69.5%+29.3pp |
| Annual return | 21.04% | 43.62%-22.6pp | 176.28%-155.2pp | 28.90%-7.9pp |
| Employer contribution / active EE | $10,113 | $2,392+322.8% | $3,679+174.9% | $2,042+395.2% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |