Filed August 3, 2026 (most recent of 2 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 | $215,298 | $54,350+296.1% | $82,719+160.3% | $68,494+214.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.75% | -13.67%-2.1pp | 701.18%-716.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $23,845 | $2,218+975.0% | $3,009+692.5% | $2,596+818.4% |
| Participant deferral / active EE | $15,062 | $3,246+364.0% | $4,395+242.7% | $4,027+274.0% |
| Admin fee / account holder | $569 | $4,395-87.0% | $5,329-89.3% | $5,403-89.5% |