Filed April 8, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,239 | $100,852-37.3% | $90,404-30.0% | $158,922-60.2% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 4.73% | 1724.20%-1719.5pp | 1293.02%-1288.3pp | 302.83%-298.1pp |
| Employer contribution / active EE | $2,576 | $3,689-30.2% | $3,262-21.0% | $4,761-45.9% |
| Participant deferral / active EE | $5,061 | $4,348+16.4% | $3,963+27.7% | $5,982-15.4% |
| Admin fee / account holder | $14,041 | $6,501+116.0% | $5,611+150.2% | $11,246+24.9% |