Filed July 30, 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,157 | $100,041-54.9% | $149,718-69.8% | $70,131-35.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 20.17% | 27.43%-7.3pp | 1501.63%-1481.5pp | 73.14%-53.0pp |
| Employer contribution / active EE | $2,820 | $3,662-23.0% | $5,445-48.2% | $2,342+20.4% |
| Participant deferral / active EE | $7,290 | $4,983+46.3% | $6,569+11.0% | $3,332+118.8% |
| Admin fee / account holder | $2 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |