Filed September 4, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,665 | $68,719-21.9% | $91,541-41.4% | $84,808-36.7% |
| Participation rate | 84.9% | 64.5%+20.4pp | 69.8%+15.2pp | 68.3%+16.6pp |
| Annual return | 16.14% | 19.12%-3.0pp | 20.50%-4.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,229 | $1,920+68.2% | $2,505+28.9% | $2,631+22.7% |
| Participant deferral / active EE | $6,416 | $3,136+104.6% | $4,008+60.1% | $4,212+52.3% |
| Admin fee / account holder | $4,876 | $5,786-15.7% | $6,956-29.9% | $7,344-33.6% |