Filed August 10, 2026 (most recent of 5 filings on file)
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 | $63,192 | $82,032-23.0% | $123,104-48.7% | $59,632+6.0% |
| Participation rate | 88.9% | 83.2%+5.7pp | 86.8%+2.1pp | 68.7%+20.2pp |
| Annual return | -0.28% | 5.12%-5.4pp | 13.22%-13.5pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $5,815 | $3,297+76.4% | $5,151+12.9% | $2,203+164.0% |
| Participant deferral / active EE | $10,281 | $4,667+120.3% | $6,230+65.0% | $3,192+222.1% |
| Admin fee / account holder | $9,553 | $5,881+62.4% | $9,015+6.0% | $4,297+122.3% |