Filed September 16, 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 | $186,343 | $214,378-13.1% | $200,582-7.1% | $142,382+30.9% |
| Participation rate | 95.2% | 87.4%+7.8pp | 86.9%+8.4pp | 80.1%+15.1pp |
| Annual return | 20.84% | 46.41%-25.6pp | 42.33%-21.5pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,212 | $6,841-53.1% | $6,419-50.0% | $4,299-25.3% |
| Participant deferral / active EE | $8,537 | $9,865-13.5% | $9,331-8.5% | $6,507+31.2% |
| Admin fee / account holder | $1,380 | $17,692-92.2% | $16,305-91.5% | $12,624-89.1% |