Filed September 15, 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 | $200,859 | $99,985+100.9% | $146,665+37.0% | $85,850+134.0% |
| Participation rate | 72.7% | 73.1%-0.3pp | 80.1%-7.3pp | 69.3%+3.4pp |
| Annual return | 13.03% | 18.93%-5.9pp | 22.74%-9.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,968 | $2,559-23.1% | $4,136-52.4% | $2,565-23.3% |
| Participant deferral / active EE | $6,436 | $4,006+60.7% | $5,506+16.9% | $3,952+62.9% |
| Admin fee / account holder | $7,957 | $7,702+3.3% | $10,280-22.6% | $6,260+27.1% |