Filed August 5, 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 | $107,459 | $109,359-1.7% | $162,163-33.7% | $72,985+47.2% |
| Participation rate | 96.2% | 84.3%+11.9pp | 87.6%+8.6pp | 69.5%+26.7pp |
| Annual return | 17.62% | 25.46%-7.8pp | 115.59%-98.0pp | 81.00%-63.4pp |
| Employer contribution / active EE | $2,022 | $3,907-48.2% | $5,614-64.0% | $2,440-17.1% |
| Participant deferral / active EE | $4,271 | $5,481-22.1% | $7,298-41.5% | $3,607+18.4% |
| Admin fee / account holder | $7,625 | $7,972-4.3% | $10,843-29.7% | $5,124+48.8% |