Filed December 23, 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 3-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 | $39,624 | $179,726-78.0% | $156,263-74.6% | $142,382-72.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.64% | 77.86%-56.2pp | 59.47%-37.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $18,668 | $5,069+268.3% | $4,333+330.8% | $4,299+334.2% |
| Participant deferral / active EE | $4,482 | $6,956-35.6% | $6,158-27.2% | $6,507-31.1% |
| Admin fee / account holder | $7,086 | $17,272-59.0% | $14,255-50.3% | $12,624-43.9% |