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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,101 | $52,406+7.1% | $129,207-56.6% | $74,495-24.7% |
| Participation rate | 79.5% | 53.8%+25.7pp | 69.6%+9.9pp | 67.2%+12.3pp |
| Annual return | 7.15% | 15.66%-8.5pp | 9417.33%-9410.2pp | 1364.94%-1357.8pp |
| Employer contribution / active EE | $2,468 | $1,531+61.3% | $4,153-40.6% | $2,623-5.9% |
| Participant deferral / active EE | $3,400 | $2,794+21.7% | $4,168-18.4% | $4,346-21.8% |
| Admin fee / account holder | $8,931 | $2,633+239.2% | $7,715+15.8% | $1,942+359.9% |