Filed March 10, 2025 (most recent of 2 filings on file)
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 | $149,204 | $209,832-28.9% | $189,513-21.3% | $167,490-10.9% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 10.13% | 748.27%-738.1pp | 555.15%-545.0pp | 478.56%-468.4pp |
| Employer contribution / active EE | $7,626 | $6,914+10.3% | $6,162+23.8% | $4,837+57.6% |
| Participant deferral / active EE | $7,972 | $8,935-10.8% | $8,221-3.0% | $6,341+25.7% |
| Admin fee / account holder | $11,796 | $14,293-17.5% | $12,045-2.1% | $12,309-4.2% |