Filed November 12, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,076 | $109,881+3.8% | $150,045-24.0% | $84,808+34.5% |
| Participation rate | 89.0% | 76.1%+12.9pp | 82.3%+6.7pp | 68.3%+20.7pp |
| Annual return | 16.10% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4,204 | $3,561+18.1% | $4,693-10.4% | $2,631+59.8% |
| Participant deferral / active EE | $8,748 | $6,636+31.8% | $7,997+9.4% | $4,212+107.7% |
| Admin fee / account holder | $23,339 | $8,568+172.4% | $13,435+73.7% | $7,344+217.8% |