Filed August 11, 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 | $97,070 | $58,264+66.6% | $86,612+12.1% | $71,457+35.8% |
| Participation rate | 82.4% | 65.0%+17.4pp | 71.7%+10.7pp | 67.9%+14.5pp |
| Annual return | 11.67% | 21.63%-10.0pp | 591.07%-579.4pp | 28.85%-17.2pp |
| Employer contribution / active EE | $4,286 | $2,574+66.5% | $3,022+41.8% | $2,588+65.6% |
| Participant deferral / active EE | $4,303 | $3,436+25.2% | $4,438-3.0% | $4,289+0.3% |
| Admin fee / account holder | $34,688 | $1,057+3181.5% | $5,614+517.9% | $1,587+2085.3% |