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 | $35,977 | $91,552-60.7% | $133,956-73.1% | $79,858-54.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 22.63% | 61.85%-39.2pp | 45.09%-22.5pp | 31.71%-9.1pp |
| Employer contribution / active EE | $4,140 | $2,384+73.7% | $3,919+5.7% | $2,471+67.6% |
| Participant deferral / active EE | $5,403 | $3,733+44.7% | $5,048+7.0% | $3,740+44.5% |
| Admin fee / account holder | $309 | $6,321-95.1% | $8,927-96.5% | $5,306-94.2% |