Filed April 3, 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 | $50,067 | $159,602-68.6% | $150,045-66.6% | $142,382-64.8% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 23.66% | 70.24%-46.6pp | 62.55%-38.9pp | 217.08%-193.4pp |
| Employer contribution / active EE | $3,460 | $4,961-30.3% | $4,693-26.3% | $4,299-19.5% |
| Participant deferral / active EE | $7,118 | $8,310-14.3% | $7,997-11.0% | $6,507+9.4% |
| Admin fee / account holder | $3,996 | $14,846-73.1% | $13,435-70.3% | $12,624-68.3% |