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 | $85,436 | $148,978-42.7% | $200,582-57.4% | $84,808+0.7% |
| Participation rate | 89.6% | 84.2%+5.4pp | 86.9%+2.7pp | 68.3%+21.3pp |
| Annual return | 16.73% | 28.16%-11.4pp | 42.33%-25.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,049 | $4,815-36.7% | $6,419-52.5% | $2,631+15.9% |
| Participant deferral / active EE | $4,835 | $7,142-32.3% | $9,331-48.2% | $4,212+14.8% |
| Admin fee / account holder | $2,833 | $13,977-79.7% | $16,305-82.6% | $7,344-61.4% |