Filed April 27, 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 | $53,011 | $144,119-63.2% | $117,854-55.0% | $147,584-64.1% |
| Participation rate | 84.2% | 83.4%+0.8pp | 79.7%+4.5pp | 82.8%+1.4pp |
| Annual return | 16.39% | 531.15%-514.8pp | 335.08%-318.7pp | 578.55%-562.2pp |
| Employer contribution / active EE | $4,709 | $4,896-3.8% | $3,786+24.4% | $4,876-3.4% |
| Participant deferral / active EE | $3,422 | $5,316-35.6% | $4,482-23.6% | $5,439-37.1% |
| Admin fee / account holder | $391 | $10,886-96.4% | $8,020-95.1% | $10,885-96.4% |