Filed June 1, 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 | $445,470 | $102,966+332.6% | $90,281+393.4% | $152,861+191.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.54% | 95.16%-74.6pp | 78.10%-57.6pp | 345.32%-324.8pp |
| Employer contribution / active EE | $30,127 | $3,139+859.9% | $2,854+955.5% | $4,762+532.6% |
| Participant deferral / active EE | $2,899 | $4,281-32.3% | $3,885-25.4% | $5,850-50.4% |
| Admin fee / account holder | $14,309 | $6,171+131.9% | $5,351+167.4% | $11,596+23.4% |