Filed April 7, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,517 | $54,705+12.5% | $71,209-13.6% | $84,808-27.5% |
| Participation rate | 90.0% | 64.1%+25.9pp | 73.8%+16.2pp | 68.3%+21.7pp |
| Annual return | 13.14% | 35.90%-22.8pp | 282.51%-269.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,033 | $2,158+40.6% | $2,721+11.5% | $2,631+15.3% |
| Participant deferral / active EE | $5,961 | $3,030+96.7% | $4,175+42.8% | $4,212+41.5% |
| Admin fee / account holder | $26,250 | $4,863+439.7% | $5,349+390.8% | $7,344+257.4% |