Filed May 6, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,761 | $54,705+263.3% | $71,209+179.1% | $84,808+134.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 17.21% | 35.90%-18.7pp | 282.51%-265.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $12,816 | $2,158+493.9% | $2,721+371.0% | $2,631+387.1% |
| Participant deferral / active EE | $7,901 | $3,030+160.7% | $4,175+89.2% | $4,212+87.6% |
| Admin fee / account holder | $6,351 | $4,863+30.6% | $5,349+18.7% | $7,344-13.5% |