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 | $52,412 | $64,480-18.7% | $81,382-35.6% | $80,856-35.2% |
| Participation rate | 92.1% | 63.9%+28.2pp | 69.5%+22.6pp | 67.6%+24.4pp |
| Annual return | 13.46% | 16.34%-2.9pp | 24.73%-11.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,740 | $1,978+89.0% | $2,463+51.8% | $2,755+35.8% |
| Participant deferral / active EE | $7,028 | $3,094+127.2% | $3,883+81.0% | $4,296+63.6% |
| Admin fee / account holder | $7,716 | $5,671+36.1% | $5,768+33.8% | $6,918+11.5% |