Filed May 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 | $71,521 | $48,230+48.3% | $67,502+6.0% | $80,856-11.5% |
| Participation rate | 72.0% | 66.4%+5.6pp | 72.9%-0.9pp | 67.6%+4.4pp |
| Annual return | 11.79% | 18.28%-6.5pp | 3512.12%-3500.3pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,278 | $2,020+12.8% | $2,731-16.6% | $2,755-17.3% |
| Participant deferral / active EE | $8,409 | $2,924+187.6% | $4,000+110.2% | $4,296+95.8% |
| Admin fee / account holder | $5,385 | $3,681+46.3% | $3,998+34.7% | $6,918-22.2% |