Filed October 8, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,489 | $175,202+13.3% | $149,673+32.6% | $139,434+42.4% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 16.17% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,538 | $5,474-35.4% | $4,818-26.6% | $4,751-25.5% |
| Participant deferral / active EE | $8,205 | $6,519+25.9% | $5,680+44.5% | $6,710+22.3% |
| Admin fee / account holder | $1,719 | $16,150-89.4% | $13,210-87.0% | $11,403-84.9% |