Filed February 19, 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,432 | $85,202-2.1% | $172,739-51.7% | $72,985+14.3% |
| Participation rate | 92.3% | 70.1%+22.2pp | 82.6%+9.7pp | 69.5%+22.8pp |
| Annual return | 21.41% | 27.32%-5.9pp | 802.84%-781.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $3,924 | $3,324+18.0% | $5,143-23.7% | $2,440+60.8% |
| Participant deferral / active EE | $1,799 | $3,260-44.8% | $5,198-65.4% | $3,607-50.1% |
| Admin fee / account holder | $95 | $5,884-98.4% | $13,954-99.3% | $5,124-98.2% |