Filed September 30, 2025 (most recent of 3 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 | $177,485 | $54,705+224.4% | $71,209+149.2% | $84,808+109.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 13.80% | 35.90%-22.1pp | 282.51%-268.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $6,179 | $2,158+186.4% | $2,721+127.1% | $2,631+134.9% |
| Participant deferral / active EE | $8,882 | $3,030+193.1% | $4,175+112.7% | $4,212+110.9% |
| Admin fee / account holder | $41,925 | $4,863+762.0% | $5,349+683.8% | $7,344+470.9% |