Filed May 27, 2026 (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 | $94,929 | $165,912-42.8% | $122,332-22.4% | $147,584-35.7% |
| Participation rate | 95.5% | 79.6%+15.9pp | 71.6%+23.8pp | 82.8%+12.6pp |
| Annual return | 13.80% | 34.55%-20.8pp | 30.27%-16.5pp | 578.55%-564.7pp |
| Employer contribution / active EE | $4,406 | $5,754-23.4% | $4,050+8.8% | $4,876-9.6% |
| Participant deferral / active EE | $5,105 | $4,005+27.5% | $3,287+55.3% | $5,439-6.1% |
| Admin fee / account holder | $12,093 | $7,424+62.9% | $5,478+120.8% | $10,885+11.1% |