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 | $18,572 | $81,248-77.1% | $155,509-88.1% | $80,856-77.0% |
| Participation rate | 84.4% | 66.2%+18.1pp | 78.2%+6.2pp | 67.6%+16.7pp |
| Annual return | 15.91% | 33.31%-17.4pp | 64.67%-48.8pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,911 | $3,100-38.4% | $4,672-59.1% | $2,755-30.6% |
| Participant deferral / active EE | $4,212 | $3,452+22.0% | $5,626-25.1% | $4,296-2.0% |
| Admin fee / account holder | $2,088 | $7,997-73.9% | $15,912-86.9% | $6,918-69.8% |