Filed July 8, 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 | $62,940 | $110,094-42.8% | $151,611-58.5% | $68,494-8.1% |
| Participation rate | 95.9% | 84.0%+12.0pp | 87.5%+8.5pp | 67.9%+28.1pp |
| Annual return | -10.86% | -10.12%-0.7pp | 3.33%-14.2pp | -7.84%-3.0pp |
| Employer contribution / active EE | $2,336 | $4,471-47.7% | $6,166-62.1% | $2,596-10.0% |
| Participant deferral / active EE | $6,438 | $6,527-1.4% | $8,363-23.0% | $4,027+59.9% |
| Admin fee / account holder | $637 | $7,719-91.7% | $11,616-94.5% | $5,403-88.2% |