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 | $100,410 | $110,094-8.8% | $151,611-33.8% | $68,494+46.6% |
| Participation rate | 76.0% | 84.0%-8.0pp | 87.5%-11.5pp | 67.9%+8.1pp |
| Annual return | -12.39% | -10.12%-2.3pp | 3.33%-15.7pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,113 | $4,471-52.7% | $6,166-65.7% | $2,596-18.6% |
| Participant deferral / active EE | $3,524 | $6,527-46.0% | $8,363-57.9% | $4,027-12.5% |
| Admin fee / account holder | $7,710 | $7,719-0.1% | $11,616-33.6% | $5,403+42.7% |