Filed May 2, 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 | $184,408 | $89,753+105.5% | $107,525+71.5% | $84,808+117.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.67% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $9,681 | $3,113+210.9% | $3,754+157.9% | $2,631+268.0% |
| Participant deferral / active EE | $7,511 | $4,056+85.2% | $5,116+46.8% | $4,212+78.3% |
| Admin fee / account holder | $30,134 | $7,222+317.3% | $8,919+237.9% | $7,344+310.3% |