Filed August 15, 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 | $65,627 | $138,347-52.6% | $184,203-64.4% | $80,856-18.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.40% | 20.02%-6.6pp | 28.81%-15.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,466 | $4,850-28.5% | $6,427-46.1% | $2,755+25.8% |
| Participant deferral / active EE | $5,230 | $7,071-26.0% | $9,131-42.7% | $4,296+21.7% |
| Admin fee / account holder | $4,904 | $10,483-53.2% | $13,901-64.7% | $6,918-29.1% |