Filed September 8, 2026 (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 | $144,963 | $54,705+165.0% | $71,209+103.6% | $84,808+70.9% |
| Participation rate | 92.0% | 64.1%+27.9pp | 73.8%+18.2pp | 68.3%+23.7pp |
| Annual return | 17.28% | 35.90%-18.6pp | 282.51%-265.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $4,277 | $2,158+98.2% | $2,721+57.2% | $2,631+62.6% |
| Participant deferral / active EE | $10,564 | $3,030+248.6% | $4,175+153.0% | $4,212+150.8% |
| Admin fee / account holder | $3,595 | $4,863-26.1% | $5,349-32.8% | $7,344-51.1% |