Filed March 14, 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 | $42,828 | $81,248-47.3% | $155,509-72.5% | $80,856-47.0% |
| Participation rate | 98.8% | 66.2%+32.6pp | 78.2%+20.6pp | 67.6%+31.2pp |
| Annual return | 13.06% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $979 | $3,100-68.4% | $4,672-79.0% | $2,755-64.5% |
| Participant deferral / active EE | $5,270 | $3,452+52.7% | $5,626-6.3% | $4,296+22.7% |
| Admin fee / account holder | $7,803 | $7,997-2.4% | $15,912-51.0% | $6,918+12.8% |