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 | $140,821 | $72,277+94.8% | $101,248+39.1% | $79,858+76.3% |
| Participation rate | 93.7% | 68.5%+25.2pp | 75.8%+17.8pp | 69.6%+24.0pp |
| Annual return | 18.51% | 22.30%-3.8pp | 46.47%-28.0pp | 31.71%-13.2pp |
| Employer contribution / active EE | $5,165 | $2,692+91.9% | $3,660+41.1% | $2,471+109.0% |
| Participant deferral / active EE | $11,549 | $3,282+251.9% | $4,370+164.3% | $3,740+208.8% |
| Admin fee / account holder | $6,765 | $4,400+53.7% | $5,945+13.8% | $5,306+27.5% |