Filed May 28, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,312 | $138,347-40.5% | $184,203-55.3% | $80,856+1.8% |
| Participation rate | 89.7% | 83.9%+5.9pp | 86.8%+2.9pp | 67.6%+22.1pp |
| Annual return | 10.36% | 20.02%-9.7pp | 28.81%-18.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,522 | $4,850-48.0% | $6,427-60.8% | $2,755-8.4% |
| Participant deferral / active EE | $6,939 | $7,071-1.9% | $9,131-24.0% | $4,296+61.5% |
| Admin fee / account holder | $4,198 | $10,483-60.0% | $13,901-69.8% | $6,918-39.3% |