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 | $52,776 | $41,078+28.5% | $80,569-34.5% | $71,457-26.1% |
| Participation rate | 81.4% | 50.2%+31.2pp | 67.0%+14.4pp | 67.9%+13.5pp |
| Annual return | 26.14% | 38.45%-12.3pp | 935.43%-909.3pp | 28.85%-2.7pp |
| Employer contribution / active EE | $2,975 | $1,506+97.6% | $2,723+9.2% | $2,588+15.0% |
| Participant deferral / active EE | $5,705 | $2,699+111.4% | $4,447+28.3% | $4,289+33.0% |
| Admin fee / account holder | $4,173 | $1,840+126.7% | $5,377-22.4% | $1,587+162.9% |