Filed November 19, 2025 (most recent of 4 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 | $124,822 | $100,041+24.8% | $149,718-16.6% | $70,131+78.0% |
| Participation rate | 88.0% | 83.6%+4.4pp | 87.1%+0.9pp | 69.5%+18.5pp |
| Annual return | 19.71% | 27.43%-7.7pp | 1501.63%-1481.9pp | 73.14%-53.4pp |
| Employer contribution / active EE | $4,223 | $3,662+15.3% | $5,445-22.4% | $2,342+80.3% |
| Participant deferral / active EE | $7,112 | $4,983+42.7% | $6,569+8.3% | $3,332+113.5% |
| Admin fee / account holder | $1,296 | $8,286-84.4% | $11,283-88.5% | $4,645-72.1% |