Filed May 12, 2025 (most recent of 5 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 | $70,045 | $123,793-43.4% | $177,821-60.6% | $79,858-12.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.32% | 22.82%-9.5pp | 48.32%-35.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $3,351 | $4,095-18.2% | $5,918-43.4% | $2,471+35.6% |
| Participant deferral / active EE | $3,917 | $5,956-34.2% | $7,714-49.2% | $3,740+4.7% |
| Admin fee / account holder | $2,618 | $7,243-63.8% | $12,427-78.9% | $5,306-50.7% |