Filed March 14, 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 | $54,329 | $49,173+10.5% | $121,098-55.1% | $75,163-27.7% |
| Participation rate | 86.3% | 55.4%+30.9pp | 69.5%+16.8pp | 67.2%+19.1pp |
| Annual return | 18.74% | 55.99%-37.3pp | 985.75%-967.0pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,754 | $1,546+78.2% | $4,164-33.9% | $2,670+3.1% |
| Participant deferral / active EE | $3,775 | $2,628+43.7% | $4,080-7.5% | $4,125-8.5% |
| Admin fee / account holder | $2,139 | $3,942-45.7% | $5,644-62.1% | $5,651-62.2% |