Filed October 7, 2025 (most recent of 2 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 | $70,330 | $71,883-2.2% | $86,677-18.9% | $68,494+2.7% |
| Participation rate | 90.0% | 72.2%+17.8pp | 76.6%+13.4pp | 67.9%+22.1pp |
| Annual return | -13.28% | 3.52%-16.8pp | 35.91%-49.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $890 | $2,173-59.0% | $2,836-68.6% | $2,596-65.7% |
| Participant deferral / active EE | $4,714 | $3,779+24.8% | $4,656+1.3% | $4,027+17.1% |
| Admin fee / account holder | $24,179 | $6,112+295.6% | $7,493+222.7% | $5,403+347.5% |