Filed May 20, 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 | $64,815 | $81,460-20.4% | $103,333-37.3% | $80,856-19.8% |
| Participation rate | 97.6% | 66.8%+30.8pp | 74.5%+23.1pp | 67.6%+30.0pp |
| Annual return | 14.18% | 25.55%-11.4pp | 24.88%-10.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,664 | $3,105+18.0% | $3,868-5.3% | $2,755+33.0% |
| Participant deferral / active EE | $9,305 | $3,869+140.5% | $5,057+84.0% | $4,296+116.6% |
| Admin fee / account holder | $2,434 | $6,566-62.9% | $8,355-70.9% | $6,918-64.8% |