Filed March 3, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,810 | $99,020+254.3% | $86,590+305.1% | $147,584+137.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.03% | 1312.34%-1293.3pp | 964.84%-945.8pp | 578.55%-559.5pp |
| Employer contribution / active EE | $12,752 | $3,132+307.2% | $2,839+349.1% | $4,876+161.5% |
| Participant deferral / active EE | $13,529 | $3,972+240.6% | $3,609+274.9% | $5,439+148.7% |
| Admin fee / account holder | $2,673 | $5,710-53.2% | $4,906-45.5% | $10,885-75.4% |