Filed November 14, 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 | $57,265 | $93,571-38.8% | $135,903-57.9% | $75,163-23.8% |
| Participation rate | 70.8% | 75.2%-4.4pp | 81.9%-11.1pp | 67.2%+3.6pp |
| Annual return | 22.12% | 30.90%-8.8pp | 68.23%-46.1pp | 160.62%-138.5pp |
| Employer contribution / active EE | $2,139 | $3,537-39.5% | $4,856-56.0% | $2,670-19.9% |
| Participant deferral / active EE | $5,029 | $6,404-21.5% | $7,758-35.2% | $4,125+21.9% |
| Admin fee / account holder | $15,931 | $6,975+128.4% | $10,762+48.0% | $5,651+181.9% |