Filed February 25, 2025 (most recent of 6 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 | $194,374 | $150,187+29.4% | $120,354+61.5% | $145,922+33.2% |
| Participation rate | 95.7% | 78.8%+16.9pp | 71.9%+23.7pp | 80.3%+15.4pp |
| Annual return | 16.37% | 154.07%-137.7pp | 107.15%-90.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $10,382 | $4,348+138.8% | $3,463+199.8% | $4,660+122.8% |
| Participant deferral / active EE | $14,420 | $6,173+133.6% | $4,991+188.9% | $6,688+115.6% |
| Admin fee / account holder | $2,901 | $12,207-76.2% | $9,423-69.2% | $13,397-78.3% |