Filed May 22, 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 | $10,652 | $77,899-86.3% | $149,673-92.9% | $75,163-85.8% |
| Participation rate | 79.3% | 65.6%+13.7pp | 78.8%+0.5pp | 67.2%+12.1pp |
| Annual return | 17.19% | 31.72%-14.5pp | 134.42%-117.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,545 | $3,137-50.8% | $4,818-67.9% | $2,670-42.1% |
| Participant deferral / active EE | $3,749 | $3,411+9.9% | $5,680-34.0% | $4,125-9.1% |
| Admin fee / account holder | $361 | $5,956-93.9% | $13,210-97.3% | $5,651-93.6% |