Filed June 5, 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 | $41,881 | $95,416-56.1% | $185,823-77.5% | $85,850-51.2% |
| Participation rate | 98.5% | 68.8%+29.7pp | 81.7%+16.8pp | 69.3%+29.2pp |
| Annual return | 19.30% | 23.59%-4.3pp | 122.05%-102.7pp | 318.53%-299.2pp |
| Employer contribution / active EE | $2,547 | $3,314-23.2% | $5,167-50.7% | $2,565-0.7% |
| Participant deferral / active EE | $3,594 | $3,423+5.0% | $5,568-35.5% | $3,952-9.1% |
| Admin fee / account holder | $1,012 | $7,213-86.0% | $16,237-93.8% | $6,260-83.8% |