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 | $29,931 | $59,101-49.4% | $77,163-61.2% | $75,163-60.2% |
| Participation rate | 90.0% | 63.9%+26.1pp | 69.6%+20.4pp | 67.2%+22.8pp |
| Annual return | 28.60% | 26.71%+1.9pp | 37.87%-9.3pp | 160.62%-132.0pp |
| Employer contribution / active EE | $2,914 | $1,995+46.1% | $2,535+15.0% | $2,670+9.2% |
| Participant deferral / active EE | $5,279 | $2,999+76.0% | $3,833+37.7% | $4,125+28.0% |
| Admin fee / account holder | $2,386 | $4,774-50.0% | $5,472-56.4% | $5,651-57.8% |