Filed September 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 | $234,633 | $125,758+86.6% | $169,993+38.0% | $75,163+212.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 21.15% | 27.20%-6.1pp | 53.37%-32.2pp | 160.62%-139.5pp |
| Employer contribution / active EE | $5,709 | $4,615+23.7% | $6,785-15.9% | $2,670+113.8% |
| Participant deferral / active EE | $15,448 | $6,837+125.9% | $10,408+48.4% | $4,125+274.5% |
| Admin fee / account holder | $11,749 | $8,173+43.7% | $12,815-8.3% | $5,651+107.9% |