Filed June 12, 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 | $44,621 | $45,152-1.2% | $73,843-39.6% | $59,632-25.2% |
| Participation rate | 85.7% | 64.0%+21.7pp | 73.4%+12.3pp | 68.7%+17.0pp |
| Annual return | -0.53% | 27.40%-27.9pp | 2267.84%-2268.4pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,805 | $1,902-5.1% | $2,787-35.2% | $2,203-18.0% |
| Participant deferral / active EE | $3,714 | $2,574+44.3% | $3,583+3.6% | $3,192+16.4% |
| Admin fee / account holder | $2,046 | $3,516-41.8% | $4,880-58.1% | $4,297-52.4% |