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 | $179,271 | $110,094+62.8% | $151,611+18.2% | $68,494+161.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.27% | -10.12%-3.2pp | 3.33%-16.6pp | -7.84%-5.4pp |
| Employer contribution / active EE | $10,235 | $4,471+129.0% | $6,166+66.0% | $2,596+294.2% |
| Participant deferral / active EE | $11,414 | $6,527+74.9% | $8,363+36.5% | $4,027+183.4% |
| Admin fee / account holder | $3,770 | $7,719-51.2% | $11,616-67.5% | $5,403-30.2% |