Filed August 24, 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 7-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,740 | $109,817-70.2% | $98,442-66.7% | $167,490-80.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.91% | 1956.69%-1939.8pp | 1492.73%-1475.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $3,888 | $3,224+20.6% | $2,960+31.4% | $4,837-19.6% |
| Participant deferral / active EE | $3,230 | $4,673-30.9% | $4,276-24.5% | $6,341-49.1% |
| Admin fee / account holder | $20 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |