Filed August 28, 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 7-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 | $66,825 | $169,032-60.5% | $129,207-48.3% | $145,922-54.2% |
| Participation rate | 76.9% | 76.4%+0.5pp | 69.6%+7.3pp | 80.3%-3.4pp |
| Annual return | 16.84% | 14330.11%-14313.3pp | 9417.33%-9400.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $11,255 | $5,537+103.3% | $4,153+171.0% | $4,660+141.6% |
| Participant deferral / active EE | $5,930 | $4,987+18.9% | $4,168+42.3% | $6,688-11.3% |
| Admin fee / account holder | $319 | $9,954-96.8% | $7,715-95.9% | $13,397-97.6% |