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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,598 | $125,758-43.9% | $169,993-58.5% | $75,163-6.1% |
| Participation rate | 94.7% | 83.6%+11.1pp | 87.0%+7.7pp | 67.2%+27.5pp |
| Annual return | 13.13% | 27.20%-14.1pp | 53.37%-40.2pp | 160.62%-147.5pp |
| Employer contribution / active EE | $2,848 | $4,615-38.3% | $6,785-58.0% | $2,670+6.7% |
| Participant deferral / active EE | $6,141 | $6,837-10.2% | $10,408-41.0% | $4,125+48.9% |
| Admin fee / account holder | $11,730 | $8,173+43.5% | $12,815-8.5% | $5,651+107.6% |