Filed June 4, 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 | $90,286 | $54,705+65.0% | $71,209+26.8% | $84,808+6.5% |
| Participation rate | 70.7% | 64.1%+6.6pp | 73.8%-3.1pp | 68.3%+2.4pp |
| Annual return | 18.65% | 35.90%-17.2pp | 282.51%-263.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $894 | $2,158-58.6% | $2,721-67.1% | $2,631-66.0% |
| Participant deferral / active EE | $3,586 | $3,030+18.3% | $4,175-14.1% | $4,212-14.9% |
| Admin fee / account holder | $3,378 | $4,863-30.5% | $5,349-36.8% | $7,344-54.0% |