Filed September 29, 2025 (most recent of 4 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 | $93,106 | $76,367+21.9% | $93,606-0.5% | $72,985+27.6% |
| Participation rate | 87.5% | 71.7%+15.8pp | 75.8%+11.7pp | 69.5%+18.0pp |
| Annual return | 22.76% | 25.82%-3.1pp | 32.76%-10.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,596 | $2,275+14.1% | $2,718-4.5% | $2,440+6.4% |
| Participant deferral / active EE | $5,211 | $3,538+47.3% | $4,069+28.1% | $3,607+44.5% |
| Admin fee / account holder | $6,072 | $6,838-11.2% | $7,888-23.0% | $5,124+18.5% |