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 | $104,329 | $176,812-41.0% | $146,665-28.9% | $167,490-37.7% |
| Participation rate | 70.6% | 83.6%-13.0pp | 80.1%-9.5pp | 82.1%-11.5pp |
| Annual return | 11.11% | 24.03%-12.9pp | 22.74%-11.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $8,109 | $5,160+57.2% | $4,136+96.0% | $4,837+67.6% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2,612 | $13,259-80.3% | $10,280-74.6% | $12,309-78.8% |