Filed March 10, 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 | $45,874 | $74,888-38.7% | $71,209-35.6% | $142,382-67.8% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 17.46% | 345.14%-327.7pp | 282.51%-265.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $5,160 | $2,854+80.8% | $2,721+89.7% | $4,299+20.0% |
| Participant deferral / active EE | $2,067 | $4,454-53.6% | $4,175-50.5% | $6,507-68.2% |
| Admin fee / account holder | $933 | $5,568-83.2% | $5,349-82.6% | $12,624-92.6% |