Filed January 7, 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,811 | $100,041-24.2% | $149,718-49.4% | $70,131+8.1% |
| Participation rate | 76.3% | 83.6%-7.3pp | 87.1%-10.8pp | 69.5%+6.8pp |
| Annual return | 10.73% | 27.43%-16.7pp | 1501.63%-1490.9pp | 73.14%-62.4pp |
| Employer contribution / active EE | $4,614 | $3,662+26.0% | $5,445-15.3% | $2,342+97.0% |
| Participant deferral / active EE | $8,851 | $4,983+77.6% | $6,569+34.7% | $3,332+165.7% |
| Admin fee / account holder | $177 | $8,286-97.9% | $11,283-98.4% | $4,645-96.2% |