Filed September 15, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,489 | $133,958+22.8% | $112,228+46.6% | $134,475+22.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.21% | 47.11%-62.3pp | 27.45%-42.7pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,604 | $4,038-35.5% | $3,635-28.4% | $4,740-45.1% |
| Participant deferral / active EE | $9,866 | $5,291+86.5% | $4,728+108.7% | $6,400+54.2% |
| Admin fee / account holder | $752 | $7,489-90.0% | $6,410-88.3% | $11,426-93.4% |