Filed November 14, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,040 | $91,190+197.2% | $178,490+51.9% | $79,858+239.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.47% | 24.19%-10.7pp | 151.07%-137.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $11,628 | $3,256+257.1% | $5,011+132.1% | $2,471+370.6% |
| Participant deferral / active EE | $5,913 | $3,236+82.7% | $5,202+13.7% | $3,740+58.1% |
| Admin fee / account holder | $2,720 | $6,751-59.7% | $13,984-80.5% | $5,306-48.7% |