Filed March 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 | $86,978 | $107,334-19.0% | $92,893-6.4% | $152,861-43.1% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 26.93% | 145.58%-118.7pp | 109.41%-82.5pp | 345.32%-318.4pp |
| Employer contribution / active EE | $15,836 | $4,221+275.2% | $3,653+333.6% | $4,762+232.5% |
| Participant deferral / active EE | $9,516 | $4,845+96.4% | $4,236+124.6% | $5,850+62.7% |
| Admin fee / account holder | $6,887 | $7,079-2.7% | $5,794+18.9% | $11,596-40.6% |