Filed December 31, 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 6-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 | $45,048 | $54,350-17.1% | $82,719-45.5% | $68,494-34.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.48% | -13.67%-1.8pp | 701.18%-716.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,061 | $2,218+38.0% | $3,009+1.7% | $2,596+17.9% |
| Participant deferral / active EE | $8,356 | $3,246+157.4% | $4,395+90.1% | $4,027+107.5% |
| Admin fee / account holder | $3,044 | $4,395-30.7% | $5,329-42.9% | $5,403-43.7% |