Filed March 25, 2025 (most recent of 2 filings on file)
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 | $79,306 | $138,347-42.7% | $184,203-56.9% | $80,856-1.9% |
| Participation rate | 96.7% | 83.9%+12.8pp | 86.8%+9.8pp | 67.6%+29.0pp |
| Annual return | 12.00% | 20.02%-8.0pp | 28.81%-16.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,892 | $4,850-40.4% | $6,427-55.0% | $2,755+5.0% |
| Participant deferral / active EE | $4,639 | $7,071-34.4% | $9,131-49.2% | $4,296+8.0% |
| Admin fee / account holder | $4,890 | $10,483-53.4% | $13,901-64.8% | $6,918-29.3% |