Filed February 2, 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 | $136,180 | $73,933+84.2% | $96,683+40.9% | $75,163+81.2% |
| Participation rate | 97.8% | 66.4%+31.4pp | 74.3%+23.5pp | 67.2%+30.6pp |
| Annual return | 15.77% | 26.70%-10.9pp | 35.69%-19.9pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,317 | $2,928-55.0% | $3,737-64.8% | $2,670-50.7% |
| Participant deferral / active EE | $6,354 | $3,659+73.7% | $4,878+30.3% | $4,125+54.0% |
| Admin fee / account holder | $14,473 | $5,216+177.5% | $6,730+115.1% | $5,651+156.1% |