Filed April 28, 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 10-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,069 | $109,881+215.9% | $150,045+131.3% | $84,808+309.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.75% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $14,272 | $3,561+300.8% | $4,693+204.1% | $2,631+442.4% |
| Participant deferral / active EE | $11,059 | $6,636+66.7% | $7,997+38.3% | $4,212+162.6% |
| Admin fee / account holder | $6,563 | $8,568-23.4% | $13,435-51.1% | $7,344-10.6% |