Filed July 31, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,997 | $95,803+105.6% | $113,168+74.1% | $84,808+132.3% |
| Participation rate | 75.3% | 72.9%+2.4pp | 76.6%-1.3pp | 68.3%+7.0pp |
| Annual return | 16.06% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,529 | $2,360+49.6% | $2,975+18.6% | $2,631+34.1% |
| Participant deferral / active EE | $2,864 | $4,242-32.5% | $5,107-43.9% | $4,212-32.0% |
| Admin fee / account holder | $17,842 | $8,989+98.5% | $12,068+47.9% | $7,344+143.0% |