Filed March 17, 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,720 | $79,171+19.6% | $102,423-7.5% | $74,495+27.2% |
| Participation rate | 86.0% | 74.8%+11.2pp | 76.5%+9.5pp | 67.2%+18.8pp |
| Annual return | 90.69% | 54.93%+35.8pp | 29.32%+61.4pp | 1364.94%-1274.3pp |
| Employer contribution / active EE | $3,292 | $2,362+39.4% | $3,023+8.9% | $2,623+25.5% |
| Participant deferral / active EE | $4,590 | $4,415+4.0% | $5,053-9.2% | $4,346+5.6% |
| Admin fee / account holder | $5,002 | $2,001+150.0% | $9,451-47.1% | $1,942+157.6% |