Filed April 24, 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 7-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 | $31,256 | $102,317-69.5% | $146,958-78.7% | $80,856-61.3% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.2%+13.6pp | 67.6%+28.1pp |
| Annual return | 120.26% | 134.76%-14.5pp | 418.34%-298.1pp | 35.59%+84.7pp |
| Employer contribution / active EE | $3,548 | $3,713-4.5% | $4,933-28.1% | $2,755+28.8% |
| Participant deferral / active EE | $6,794 | $6,644+2.3% | $8,070-15.8% | $4,296+58.1% |
| Admin fee / account holder | $753 | $7,941-90.5% | $12,998-94.2% | $6,918-89.1% |