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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,820 | $138,347+90.7% | $184,203+43.2% | $80,856+226.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.72% | 20.02%-5.3pp | 28.81%-14.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $5,002 | $4,850+3.1% | $6,427-22.2% | $2,755+81.6% |
| Participant deferral / active EE | $16,671 | $7,071+135.8% | $9,131+82.6% | $4,296+288.1% |
| Admin fee / account holder | $24,737 | $10,483+136.0% | $13,901+78.0% | $6,918+257.6% |