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 | $71,122 | $138,347-48.6% | $184,203-61.4% | $80,856-12.0% |
| Participation rate | 95.8% | 83.9%+12.0pp | 86.8%+9.0pp | 67.6%+28.2pp |
| Annual return | 11.24% | 20.02%-8.8pp | 28.81%-17.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $3,043 | $4,850-37.3% | $6,427-52.7% | $2,755+10.5% |
| Participant deferral / active EE | $4,567 | $7,071-35.4% | $9,131-50.0% | $4,296+6.3% |
| Admin fee / account holder | $13,057 | $10,483+24.6% | $13,901-6.1% | $6,918+88.7% |