Filed April 18, 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 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 | $127,376 | $49,177+159.0% | $79,464+60.3% | $64,186+98.5% |
| Participation rate | 97.5% | 65.0%+32.5pp | 73.3%+24.2pp | 69.6%+27.9pp |
| Annual return | 9.07% | -1.16%+10.2pp | 718.14%-709.1pp | 7.63%+1.4pp |
| Employer contribution / active EE | $7,482 | $2,076+260.3% | $2,800+167.2% | $2,381+214.2% |
| Participant deferral / active EE | $5,404 | $2,821+91.5% | $3,704+45.9% | $3,470+55.8% |
| Admin fee / account holder | $12,848 | $3,839+234.7% | $5,113+151.3% | $4,888+162.9% |