Filed April 15, 2025 (most recent of 8 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 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 | $153,329 | $65,395+134.5% | $182,532-16.0% | $72,985+110.1% |
| Participation rate | 90.0% | 65.4%+24.6pp | 78.0%+12.0pp | 69.5%+20.5pp |
| Annual return | 19.61% | 27.68%-8.1pp | 148.54%-128.9pp | 81.00%-61.4pp |
| Employer contribution / active EE | $6,750 | $1,911+253.2% | $4,076+65.6% | $2,440+176.6% |
| Participant deferral / active EE | $6,368 | $3,563+78.7% | $5,524+15.3% | $3,607+76.5% |
| Admin fee / account holder | $41,258 | $4,245+872.0% | $8,592+380.2% | $5,124+705.1% |