Filed September 26, 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 | $166,520 | $82,130+102.8% | $453,369-63.3% | $79,386+109.8% |
| Participation rate | 100.0% | 73.4%+26.6pp | 78.0%+22.0pp | 70.7%+29.3pp |
| Annual return | 21.37% | 345.31%-323.9pp | 64.40%-43.0pp | 116.85%-95.5pp |
| Employer contribution / active EE | $7,500 | $2,659+182.1% | $4,070+84.3% | $2,427+209.0% |
| Participant deferral / active EE | $7,728 | $4,314+79.1% | $6,209+24.5% | $4,046+91.0% |
| Admin fee / account holder | $9,968 | $531+1777.4% | $11,209-11.1% | $626+1491.2% |