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 | $75,945 | $48,795+55.6% | $65,493+16.0% | $84,808-10.4% |
| Participation rate | 92.2% | 67.0%+25.2pp | 73.1%+19.1pp | 68.3%+23.8pp |
| Annual return | 16.67% | 20.20%-3.5pp | 982.45%-965.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,696 | $1,930+39.7% | $2,574+4.7% | $2,631+2.5% |
| Participant deferral / active EE | $9,885 | $2,928+237.5% | $3,961+149.5% | $4,212+134.7% |
| Admin fee / account holder | $2,338 | $3,877-39.7% | $5,028-53.5% | $7,344-68.2% |