Filed September 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 8-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,592 | $124,281-93.1% | $109,143-92.1% | $167,490-94.9% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 17.43% | 26.04%-8.6pp | 25.75%-8.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $894 | $4,207-78.7% | $3,722-76.0% | $4,837-81.5% |
| Participant deferral / active EE | $3,895 | $5,255-25.9% | $4,653-16.3% | $6,341-38.6% |
| Admin fee / account holder | $152 | $7,970-98.1% | $6,752-97.8% | $12,309-98.8% |