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 | $90,410 | $97,757-7.5% | $83,848+7.8% | $135,375-33.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.41% | 1287.37%-1287.8pp | 850.88%-851.3pp | 519.73%-520.1pp |
| Employer contribution / active EE | $2,830 | $4,222-33.0% | $3,631-22.1% | $4,779-40.8% |
| Participant deferral / active EE | $12,102 | $4,682+158.5% | $4,082+196.5% | $5,609+115.8% |
| Admin fee / account holder | $2,565 | $6,674-61.6% | $5,478-53.2% | $10,827-76.3% |