Filed August 4, 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 | $169,020 | $53,822+214.0% | $75,696+123.3% | $85,850+96.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 29.21% | 24.54%+4.7pp | 104.53%-75.3pp | 318.53%-289.3pp |
| Employer contribution / active EE | $14,280 | $2,017+608.1% | $2,743+420.7% | $2,565+456.7% |
| Participant deferral / active EE | $12,394 | $2,895+328.1% | $3,821+224.3% | $3,952+213.6% |
| Admin fee / account holder | $4,296 | $3,343+28.5% | $3,619+18.7% | $6,260-31.4% |