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 | $843,499 | $80,717+945.0% | $154,803+444.9% | $84,808+894.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.01% | 37.96%-22.9pp | 58.88%-43.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $34,947 | $2,761+1165.6% | $4,305+711.7% | $2,631+1228.3% |
| Participant deferral / active EE | $13,542 | $3,303+310.0% | $5,540+144.4% | $4,212+221.5% |
| Admin fee / account holder | $44,006 | $6,746+552.4% | $14,329+207.1% | $7,344+499.2% |