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 | $61,975 | $60,323+2.7% | $81,812-24.2% | $74,495-16.8% |
| Participation rate | 77.8% | 62.9%+14.9pp | 72.3%+5.4pp | 67.2%+10.6pp |
| Annual return | 26.75% | 16.90%+9.8pp | 773.79%-747.0pp | 1364.94%-1338.2pp |
| Employer contribution / active EE | $2,186 | $2,620-16.6% | $2,912-24.9% | $2,623-16.6% |
| Participant deferral / active EE | $6,012 | $3,387+77.5% | $4,319+39.2% | $4,346+38.3% |
| Admin fee / account holder | $1,344 | $1,486-9.5% | $7,386-81.8% | $1,942-30.8% |