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 | $445,338 | $92,703+380.4% | $82,719+438.4% | $134,475+231.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.07% | 944.92%-961.0pp | 701.18%-717.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $28,049 | $3,274+756.8% | $3,009+832.2% | $4,740+491.8% |
| Participant deferral / active EE | $2,705 | $4,802-43.7% | $4,395-38.5% | $6,400-57.7% |
| Admin fee / account holder | $80,728 | $5,983+1249.4% | $5,329+1414.9% | $11,426+606.5% |