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 | $140,386 | $81,460+72.3% | $103,333+35.9% | $80,856+73.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.98% | 25.55%-13.6pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,640 | $3,105-47.2% | $3,868-57.6% | $2,755-40.5% |
| Participant deferral / active EE | $6,291 | $3,869+62.6% | $5,057+24.4% | $4,296+46.5% |
| Admin fee / account holder | $26,512 | $6,566+303.7% | $8,355+217.3% | $6,918+283.2% |