Filed July 31, 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 | $137,293 | $81,460+68.5% | $103,333+32.9% | $80,856+69.8% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 15.95% | 25.55%-9.6pp | 24.88%-8.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $5,601 | $3,105+80.4% | $3,868+44.8% | $2,755+103.3% |
| Participant deferral / active EE | $12,637 | $3,869+226.6% | $5,057+149.9% | $4,296+194.2% |
| Admin fee / account holder | $24,625 | $6,566+275.0% | $8,355+194.7% | $6,918+256.0% |