Filed August 13, 2026 (most recent of 2 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,526 | $111,754-32.4% | $103,333-26.9% | $145,922-48.2% |
| Participation rate | 73.9% | 77.9%-4.0pp | 74.5%-0.6pp | 80.3%-6.4pp |
| Annual return | 12.65% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,642 | $4,212-37.3% | $3,868-31.7% | $4,660-43.3% |
| Participant deferral / active EE | $6,406 | $5,619+14.0% | $5,057+26.7% | $6,688-4.2% |
| Admin fee / account holder | $9,254 | $9,750-5.1% | $8,355+10.8% | $13,397-30.9% |