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 | $58,110 | $72,492-19.8% | $87,100-33.3% | $72,985-20.4% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.7pp | 69.5%+28.1pp |
| Annual return | 21.92% | 24.46%-2.5pp | 28.19%-6.3pp | 81.00%-59.1pp |
| Employer contribution / active EE | $3,049 | $1,894+61.0% | $2,521+20.9% | $2,440+25.0% |
| Participant deferral / active EE | $3,294 | $3,270+0.8% | $4,049-18.6% | $3,607-8.7% |
| Admin fee / account holder | $3,507 | $5,055-30.6% | $7,497-53.2% | $5,124-31.6% |