Filed July 10, 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 | $78,040 | $148,978-47.6% | $200,582-61.1% | $84,808-8.0% |
| Participation rate | 97.2% | 84.2%+13.0pp | 86.9%+10.3pp | 68.3%+28.9pp |
| Annual return | 16.20% | 28.16%-12.0pp | 42.33%-26.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,359 | $4,815-9.5% | $6,419-32.1% | $2,631+65.7% |
| Participant deferral / active EE | $4,729 | $7,142-33.8% | $9,331-49.3% | $4,212+12.3% |
| Admin fee / account holder | $5,581 | $13,977-60.1% | $16,305-65.8% | $7,344-24.0% |