Filed October 8, 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 | $163,020 | $99,020+64.6% | $86,590+88.3% | $147,584+10.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.94% | 1312.34%-1302.4pp | 964.84%-954.9pp | 578.55%-568.6pp |
| Employer contribution / active EE | $15,825 | $3,132+405.3% | $2,839+457.4% | $4,876+224.5% |
| Participant deferral / active EE | $13,080 | $3,972+229.3% | $3,609+262.5% | $5,439+140.5% |
| Admin fee / account holder | $68,414 | $5,710+1098.1% | $4,906+1294.6% | $10,885+528.5% |