Filed March 17, 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 | $70,283 | $56,114+25.3% | $96,139-26.9% | $85,850-18.1% |
| Participation rate | 72.2% | 56.7%+15.5pp | 68.4%+3.8pp | 69.3%+2.9pp |
| Annual return | 15.80% | 42.30%-26.5pp | 191.94%-176.1pp | 318.53%-302.7pp |
| Employer contribution / active EE | $2,500 | $1,620+54.3% | $2,797-10.6% | $2,565-2.6% |
| Participant deferral / active EE | $4,800 | $2,859+67.9% | $4,349+10.4% | $3,952+21.5% |
| Admin fee / account holder | $3,084 | $3,768-18.2% | $5,537-44.3% | $6,260-50.7% |