Filed December 29, 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 8-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 | $40,535 | $89,753-54.8% | $107,525-62.3% | $84,808-52.2% |
| Participation rate | 98.9% | 68.1%+30.9pp | 75.1%+23.8pp | 68.3%+30.6pp |
| Annual return | 20.64% | 29.48%-8.8pp | 181.32%-160.7pp | 40.90%-20.3pp |
| Employer contribution / active EE | $4,024 | $3,113+29.3% | $3,754+7.2% | $2,631+53.0% |
| Participant deferral / active EE | $5,061 | $4,056+24.8% | $5,116-1.1% | $4,212+20.2% |
| Admin fee / account holder | $2,430 | $7,222-66.3% | $8,919-72.7% | $7,344-66.9% |