Filed October 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 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $852,129 | $85,202+900.1% | $172,739+393.3% | $72,985+1067.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.08% | 27.32%-7.2pp | 802.84%-782.8pp | 81.00%-60.9pp |
| Employer contribution / active EE | $32,765 | $3,324+885.6% | $5,143+537.1% | $2,440+1242.9% |
| Participant deferral / active EE | $13,256 | $3,260+306.6% | $5,198+155.0% | $3,607+267.5% |
| Admin fee / account holder | $37,341 | $5,884+534.6% | $13,954+167.6% | $5,124+628.7% |