Filed May 13, 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 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 | $190,054 | $45,035+322.0% | $62,995+201.7% | $70,131+171.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.39% | 18.76%-6.4pp | 87.57%-75.2pp | 73.14%-60.7pp |
| Employer contribution / active EE | $6,283 | $2,051+206.3% | $2,759+127.7% | $2,342+168.2% |
| Participant deferral / active EE | $9,164 | $2,465+271.8% | $3,329+175.3% | $3,332+175.1% |
| Admin fee / account holder | $1,475 | $2,834-47.9% | $3,600-59.0% | $4,645-68.2% |