Filed June 25, 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 5-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 | $78,651 | $74,888+5.0% | $71,209+10.5% | $142,382-44.8% |
| Participation rate | 90.5% | 76.2%+14.3pp | 73.8%+16.7pp | 80.1%+10.4pp |
| Annual return | 18.89% | 345.14%-326.3pp | 282.51%-263.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,122 | $2,854+9.4% | $2,721+14.7% | $4,299-27.4% |
| Participant deferral / active EE | $8,406 | $4,454+88.7% | $4,175+101.3% | $6,507+29.2% |
| Admin fee / account holder | $41 | $5,568-99.3% | $5,349-99.2% | $12,624-99.7% |