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 | $49,540 | $57,281-13.5% | $86,612-42.8% | $75,163-34.1% |
| Participation rate | 79.3% | 63.2%+16.1pp | 71.7%+7.6pp | 67.2%+12.1pp |
| Annual return | 23.92% | 2670.75%-2646.8pp | 591.07%-567.1pp | 160.62%-136.7pp |
| Employer contribution / active EE | $2,241 | $2,314-3.2% | $3,022-25.8% | $2,670-16.0% |
| Participant deferral / active EE | $6,840 | $3,318+106.2% | $4,438+54.1% | $4,125+65.8% |
| Admin fee / account holder | $7,493 | $4,112+82.2% | $5,614+33.5% | $5,651+32.6% |