Filed January 29, 2025 (most recent of 3 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,822 | $65,409+37.3% | $98,442-8.8% | $85,850+4.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 10.70% | 21.76%-11.1pp | 1492.73%-1482.0pp | 318.53%-307.8pp |
| Employer contribution / active EE | $3,841 | $2,168+77.2% | $2,960+29.8% | $2,565+49.8% |
| Participant deferral / active EE | $7,206 | $3,166+127.6% | $4,276+68.5% | $3,952+82.4% |
| Admin fee / account holder | $2,250 | $4,593-51.0% | $5,949-62.2% | $6,260-64.1% |