Filed December 30, 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 | $126,479 | $73,933+71.1% | $96,683+30.8% | $75,163+68.3% |
| Participation rate | 92.6% | 66.4%+26.2pp | 74.3%+18.2pp | 67.2%+25.4pp |
| Annual return | 18.31% | 26.70%-8.4pp | 35.69%-17.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $3,471 | $2,928+18.6% | $3,737-7.1% | $2,670+30.0% |
| Participant deferral / active EE | $9,713 | $3,659+165.5% | $4,878+99.1% | $4,125+135.5% |
| Admin fee / account holder | $4,598 | $5,216-11.9% | $6,730-31.7% | $5,651-18.6% |