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 | $553,281 | $100,852+448.6% | $90,404+512.0% | $158,922+248.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.93% | 1724.20%-1709.3pp | 1293.02%-1278.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $29,167 | $3,689+690.8% | $3,262+794.2% | $4,761+512.6% |
| Participant deferral / active EE | $2,424 | $4,348-44.2% | $3,963-38.8% | $5,982-59.5% |
| Admin fee / account holder | $14,530 | $6,501+123.5% | $5,611+159.0% | $11,246+29.2% |