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 | $31,731 | $73,933-57.1% | $96,683-67.2% | $75,163-57.8% |
| Participation rate | 96.7% | 66.4%+30.2pp | 74.3%+22.3pp | 67.2%+29.5pp |
| Annual return | 20.30% | 26.70%-6.4pp | 35.69%-15.4pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,718 | $2,928-41.3% | $3,737-54.0% | $2,670-35.6% |
| Participant deferral / active EE | $4,630 | $3,659+26.5% | $4,878-5.1% | $4,125+12.2% |
| Admin fee / account holder | $399 | $5,216-92.3% | $6,730-94.1% | $5,651-92.9% |