Filed April 4, 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 | $212,027 | $76,000+179.0% | $154,107+37.6% | $64,186+230.3% |
| Participation rate | 97.9% | 70.4%+27.5pp | 83.0%+14.9pp | 69.6%+28.3pp |
| Annual return | 32.04% | 30.32%+1.7pp | 735.12%-703.1pp | 7.63%+24.4pp |
| Employer contribution / active EE | $9,161 | $3,351+173.4% | $5,298+72.9% | $2,381+284.8% |
| Participant deferral / active EE | $7,763 | $3,175+144.5% | $5,081+52.8% | $3,470+123.7% |
| Admin fee / account holder | $11,143 | $5,596+99.1% | $13,411-16.9% | $4,888+128.0% |