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 | $41,823 | $167,307-75.0% | $143,757-70.9% | $134,475-68.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.11% | 0.46%-13.6pp | -0.04%-13.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,516 | $5,619-55.2% | $4,951-49.2% | $4,740-46.9% |
| Participant deferral / active EE | $4,832 | $6,446-25.0% | $5,637-14.3% | $6,400-24.5% |
| Admin fee / account holder | $11,268 | $18,088-37.7% | $14,673-23.2% | $11,426-1.4% |