Filed May 23, 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 | $68,624 | $57,281+19.8% | $86,612-20.8% | $75,163-8.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.54% | 2670.75%-2652.2pp | 591.07%-572.5pp | 160.62%-142.1pp |
| Employer contribution / active EE | $8,911 | $2,314+285.0% | $3,022+194.8% | $2,670+233.8% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,007 | $4,112-26.9% | $5,614-46.4% | $5,651-46.8% |