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 | $306,433 | $214,378+42.9% | $200,582+52.8% | $142,382+115.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.86% | 46.41%-19.5pp | 42.33%-15.5pp | 217.08%-190.2pp |
| Employer contribution / active EE | $11,229 | $6,841+64.1% | $6,419+74.9% | $4,299+161.2% |
| Participant deferral / active EE | $19,942 | $9,865+102.2% | $9,331+113.7% | $6,507+206.5% |
| Admin fee / account holder | $6,911 | $17,692-60.9% | $16,305-57.6% | $12,624-45.3% |