Filed December 16, 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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,079 | $53,127+9.3% | $86,590-32.9% | $70,131-17.2% |
| Participation rate | 98.2% | 65.3%+32.9pp | 73.5%+24.7pp | 69.5%+28.7pp |
| Annual return | 11.23% | 27.66%-16.4pp | 964.84%-953.6pp | 73.14%-61.9pp |
| Employer contribution / active EE | $5,394 | $2,068+160.8% | $2,839+90.0% | $2,342+130.3% |
| Participant deferral / active EE | $13,719 | $2,696+408.9% | $3,609+280.2% | $3,332+311.8% |
| Admin fee / account holder | $4,243 | $3,585+18.3% | $4,906-13.5% | $4,645-8.7% |