Filed May 21, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,839 | $109,881+57.3% | $150,045+15.2% | $84,808+103.8% |
| Participation rate | 79.3% | 76.1%+3.2pp | 82.3%-3.0pp | 68.3%+11.0pp |
| Annual return | 11.45% | 28.25%-16.8pp | 62.55%-51.1pp | 40.90%-29.4pp |
| Employer contribution / active EE | $4,297 | $3,561+20.7% | $4,693-8.4% | $2,631+63.3% |
| Participant deferral / active EE | $7,307 | $6,636+10.1% | $7,997-8.6% | $4,212+73.5% |
| Admin fee / account holder | $8,631 | $8,568+0.7% | $13,435-35.8% | $7,344+17.5% |