Filed May 21, 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 | $167,263 | $109,359+52.9% | $162,163+3.1% | $72,985+129.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 28.10% | 25.46%+2.6pp | 115.59%-87.5pp | 81.00%-52.9pp |
| Employer contribution / active EE | $6,143 | $3,907+57.2% | $5,614+9.4% | $2,440+151.8% |
| Participant deferral / active EE | $10,580 | $5,481+93.0% | $7,298+45.0% | $3,607+193.3% |
| Admin fee / account holder | $1,894 | $7,972-76.2% | $10,843-82.5% | $5,124-63.0% |