Filed June 17, 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 | $58,508 | $125,758-53.5% | $169,993-65.6% | $75,163-22.2% |
| Participation rate | 73.9% | 83.6%-9.7pp | 87.0%-13.1pp | 67.2%+6.7pp |
| Annual return | 16.58% | 27.20%-10.6pp | 53.37%-36.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,400 | $4,615-48.0% | $6,785-64.6% | $2,670-10.1% |
| Participant deferral / active EE | $3,390 | $6,837-50.4% | $10,408-67.4% | $4,125-17.8% |
| Admin fee / account holder | $2,325 | $8,173-71.6% | $12,815-81.9% | $5,651-58.9% |