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 | $49,370 | $110,094-55.2% | $151,611-67.4% | $68,494-27.9% |
| Participation rate | 94.6% | 84.0%+10.7pp | 87.5%+7.1pp | 67.9%+26.8pp |
| Annual return | -16.36% | -10.12%-6.2pp | 3.33%-19.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,643 | $4,471-40.9% | $6,166-57.1% | $2,596+1.8% |
| Participant deferral / active EE | $3,934 | $6,527-39.7% | $8,363-53.0% | $4,027-2.3% |
| Admin fee / account holder | $2,151 | $7,719-72.1% | $11,616-81.5% | $5,403-60.2% |