Filed March 21, 2025 (most recent of 3 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,721 | $65,409+307.8% | $98,442+170.9% | $85,850+210.7% |
| Participation rate | 93.7% | 65.0%+28.7pp | 73.3%+20.3pp | 69.3%+24.3pp |
| Annual return | 19.54% | 21.76%-2.2pp | 1492.73%-1473.2pp | 318.53%-299.0pp |
| Employer contribution / active EE | $10,432 | $2,168+381.3% | $2,960+252.5% | $2,565+306.7% |
| Participant deferral / active EE | $11,065 | $3,166+249.5% | $4,276+158.8% | $3,952+180.0% |
| Admin fee / account holder | $10,058 | $4,593+119.0% | $5,949+69.1% | $6,260+60.7% |