Filed March 31, 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 | $242,731 | $127,386+90.5% | $115,037+111.0% | $125,391+93.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.38% | 31.28%-31.7pp | 26.14%-26.5pp | 282.22%-282.6pp |
| Employer contribution / active EE | $26,038 | $5,166+404.0% | $4,608+465.1% | $4,866+435.1% |
| Participant deferral / active EE | $8,558 | $6,423+33.2% | $6,026+42.0% | $5,352+59.9% |
| Admin fee / account holder | $135 | $9,516-98.6% | $8,175-98.4% | $9,540-98.6% |