Filed September 3, 2026
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 9-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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,106 | $72,492+116.7% | $87,100+80.4% | $72,985+115.3% |
| Participation rate | 88.6% | 72.8%+15.8pp | 76.9%+11.7pp | 69.5%+19.1pp |
| Annual return | 29.76% | 24.46%+5.3pp | 28.19%+1.6pp | 81.00%-51.2pp |
| Employer contribution / active EE | $7,615 | $1,894+302.1% | $2,521+202.0% | $2,440+212.1% |
| Participant deferral / active EE | $17,669 | $3,270+440.4% | $4,049+336.4% | $3,607+389.8% |
| Admin fee / account holder | $10,118 | $5,055+100.2% | $7,497+35.0% | $5,124+97.4% |