Filed June 26, 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 | $71,428 | $80,673-11.5% | $101,326-29.5% | $84,808-15.8% |
| Participation rate | 86.7% | 77.8%+8.9pp | 81.5%+5.2pp | 68.3%+18.4pp |
| Annual return | 24.05% | 38.95%-14.9pp | 36.82%-12.8pp | 40.90%-16.8pp |
| Employer contribution / active EE | $3,611 | $2,698+33.9% | $3,665-1.5% | $2,631+37.3% |
| Participant deferral / active EE | $8,942 | $6,840+30.7% | $7,994+11.9% | $4,212+112.3% |
| Admin fee / account holder | $2,945 | $12,784-77.0% | $11,185-73.7% | $7,344-59.9% |