Filed July 14, 2025 (most recent of 3 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 8-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 | $236,569 | $89,698+163.7% | $103,476+128.6% | $80,856+192.6% |
| Participation rate | 94.6% | 76.0%+18.6pp | 80.5%+14.1pp | 67.6%+27.0pp |
| Annual return | 9.53% | 22.78%-13.3pp | 23.90%-14.4pp | 35.59%-26.1pp |
| Employer contribution / active EE | $14,938 | $4,018+271.8% | $4,672+219.7% | $2,755+442.2% |
| Participant deferral / active EE | $8,580 | $5,456+57.3% | $6,623+29.6% | $4,296+99.7% |
| Admin fee / account holder | $38,667 | $6,768+471.3% | $9,413+310.8% | $6,918+458.9% |