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 | $21,936 | $72,277-69.7% | $101,248-78.3% | $79,858-72.5% |
| Participation rate | 97.7% | 68.5%+29.3pp | 75.8%+21.9pp | 69.6%+28.1pp |
| Annual return | 64.41% | 22.30%+42.1pp | 46.47%+17.9pp | 31.71%+32.7pp |
| Employer contribution / active EE | $1,206 | $2,692-55.2% | $3,660-67.1% | $2,471-51.2% |
| Participant deferral / active EE | $4,425 | $3,282+34.8% | $4,370+1.2% | $3,740+18.3% |
| Admin fee / account holder | $774 | $4,400-82.4% | $5,945-87.0% | $5,306-85.4% |