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 | $367,179 | $105,181+249.1% | $159,436+130.3% | $85,850+327.7% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.8%+10.3pp | 69.3%+23.8pp |
| Annual return | 14.46% | 45.07%-30.6pp | 263.57%-249.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $4,132 | $3,318+24.5% | $4,829-14.4% | $2,565+61.1% |
| Participant deferral / active EE | $10,160 | $5,945+70.9% | $7,352+38.2% | $3,952+157.1% |
| Admin fee / account holder | $32,027 | $6,933+361.9% | $10,799+196.6% | $6,260+411.6% |