Filed January 2, 2026 (most recent of 4 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,098 | $54,705+190.8% | $71,209+123.4% | $84,808+87.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 9.74% | 35.90%-26.2pp | 282.51%-272.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $2,759 | $2,158+27.9% | $2,721+1.4% | $2,631+4.9% |
| Participant deferral / active EE | $6,665 | $3,030+119.9% | $4,175+59.6% | $4,212+58.2% |
| Admin fee / account holder | $888 | $4,863-81.7% | $5,349-83.4% | $7,344-87.9% |