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 | $233,098 | $214,378+8.7% | $200,582+16.2% | $142,382+63.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.60% | 46.41%-31.8pp | 42.33%-27.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $10,777 | $6,841+57.5% | $6,419+67.9% | $4,299+150.7% |
| Participant deferral / active EE | $9,944 | $9,865+0.8% | $9,331+6.6% | $6,507+52.8% |
| Admin fee / account holder | $15,377 | $17,692-13.1% | $16,305-5.7% | $12,624+21.8% |