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 | $132,375 | $179,726-26.3% | $156,263-15.3% | $142,382-7.0% |
| Participation rate | 77.3% | 82.1%-4.8pp | 78.9%-1.6pp | 80.1%-2.8pp |
| Annual return | 12.42% | 77.86%-65.4pp | 59.47%-47.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $8,442 | $5,069+66.5% | $4,333+94.8% | $4,299+96.4% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $3,803 | $17,272-78.0% | $14,255-73.3% | $12,624-69.9% |