Filed November 19, 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 | $48,392 | $202,318-76.1% | $172,739-72.0% | $152,861-68.3% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 13.16% | 1029.65%-1016.5pp | 802.84%-789.7pp | 345.32%-332.2pp |
| Employer contribution / active EE | $2,957 | $5,856-49.5% | $5,143-42.5% | $4,762-37.9% |
| Participant deferral / active EE | $2,472 | $5,948-58.4% | $5,198-52.4% | $5,850-57.7% |
| Admin fee / account holder | $11,389 | $17,109-33.4% | $13,954-18.4% | $11,596-1.8% |