Filed October 20, 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 | $204,917 | $89,753+128.3% | $107,525+90.6% | $84,808+141.6% |
| Participation rate | 85.2% | 68.1%+17.1pp | 75.1%+10.1pp | 68.3%+16.9pp |
| Annual return | 14.83% | 29.48%-14.6pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,852 | $3,113-40.5% | $3,754-50.7% | $2,631-29.6% |
| Participant deferral / active EE | $8,408 | $4,056+107.3% | $5,116+64.3% | $4,212+99.6% |
| Admin fee / account holder | $33,273 | $7,222+360.7% | $8,919+273.1% | $7,344+353.1% |