Filed July 1, 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 | $64,321 | $49,227+30.7% | $70,449-8.7% | $79,858-19.5% |
| Participation rate | 83.7% | 69.2%+14.5pp | 75.1%+8.6pp | 69.6%+14.0pp |
| Annual return | 6.06% | 30.06%-24.0pp | 109.03%-103.0pp | 31.71%-25.7pp |
| Employer contribution / active EE | $2,376 | $2,099+13.2% | $2,737-13.2% | $2,471-3.8% |
| Participant deferral / active EE | $6,248 | $2,768+125.7% | $3,709+68.5% | $3,740+67.0% |
| Admin fee / account holder | $1,781 | $2,878-38.1% | $3,845-53.7% | $5,306-66.4% |