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 | $172,984 | $89,753+92.7% | $107,525+60.9% | $84,808+104.0% |
| Participation rate | 88.5% | 68.1%+20.4pp | 75.1%+13.4pp | 68.3%+20.2pp |
| Annual return | 18.49% | 29.48%-11.0pp | 181.32%-162.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $4,295 | $3,113+37.9% | $3,754+14.4% | $2,631+63.2% |
| Participant deferral / active EE | $13,184 | $4,056+225.0% | $5,116+157.7% | $4,212+213.0% |
| Admin fee / account holder | $3,737 | $7,222-48.3% | $8,919-58.1% | $7,344-49.1% |