Filed February 6, 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 | $66,897 | $79,171-15.5% | $102,423-34.7% | $74,495-10.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 15.05% | 54.93%-39.9pp | 29.32%-14.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $2,232 | $2,362-5.5% | $3,023-26.2% | $2,623-14.9% |
| Participant deferral / active EE | $2,762 | $4,415-37.5% | $5,053-45.3% | $4,346-36.5% |
| Admin fee / account holder | $1,075 | $2,001-46.3% | $9,451-88.6% | $1,942-44.6% |