Filed March 17, 2026
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 | $96,000 | $95,803+0.2% | $113,168-15.2% | $84,808+13.2% |
| Participation rate | 88.5% | 72.9%+15.6pp | 76.6%+11.9pp | 68.3%+20.2pp |
| Annual return | 14.24% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,533 | $2,360+7.3% | $2,975-14.9% | $2,631-3.7% |
| Participant deferral / active EE | $4,387 | $4,242+3.4% | $5,107-14.1% | $4,212+4.2% |
| Admin fee / account holder | $9,250 | $8,989+2.9% | $12,068-23.3% | $7,344+26.0% |