Filed March 10, 2025 (most recent of 6 filings on file)
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 | $337,827 | $109,881+207.4% | $150,045+125.2% | $84,808+298.3% |
| Participation rate | 83.6% | 76.1%+7.5pp | 82.3%+1.3pp | 68.3%+15.3pp |
| Annual return | 14.90% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,422 | $3,561-3.9% | $4,693-27.1% | $2,631+30.1% |
| Participant deferral / active EE | $10,976 | $6,636+65.4% | $7,997+37.2% | $4,212+160.6% |
| Admin fee / account holder | $44,289 | $8,568+416.9% | $13,435+229.7% | $7,344+503.1% |