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 | $30,868 | $78,672-60.8% | $109,143-71.7% | $85,850-64.0% |
| Participation rate | 97.8% | 68.3%+29.6pp | 75.9%+21.9pp | 69.3%+28.5pp |
| Annual return | 30.50% | 25.09%+5.4pp | 25.75%+4.8pp | 318.53%-288.0pp |
| Employer contribution / active EE | $1,451 | $2,735-47.0% | $3,722-61.0% | $2,565-43.4% |
| Participant deferral / active EE | $4,694 | $3,467+35.4% | $4,653+0.9% | $3,952+18.8% |
| Admin fee / account holder | $569 | $5,469-89.6% | $6,752-91.6% | $6,260-90.9% |