Filed July 9, 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 3-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,560 | $90,519-97.2% | $93,789-97.3% | $134,475-98.1% |
| Participation rate | 81.8% | 82.0%-0.1pp | 81.0%+0.9pp | 81.2%+0.6pp |
| Annual return | 0.00% | -15.72%+15.7pp | -11.33%+11.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $4,343-100.0% | $4,323-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,327 | $5,978-61.1% | $6,094-61.8% | $6,400-63.6% |
| Admin fee / account holder | $0 | $9,252-100.0% | $7,195-100.0% | $11,426-100.0% |