Filed June 8, 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 | $87,725 | $94,625-7.3% | $116,228-24.5% | $84,808+3.4% |
| Participation rate | 97.7% | 70.4%+27.3pp | 74.6%+23.1pp | 68.3%+29.4pp |
| Annual return | 14.36% | 20.40%-6.0pp | 90.06%-75.7pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,246 | $2,347+80.9% | $2,994+41.8% | $2,631+61.4% |
| Participant deferral / active EE | $3,790 | $3,972-4.6% | $4,953-23.5% | $4,212-10.0% |
| Admin fee / account holder | $1,239 | $10,091-87.7% | $11,989-89.7% | $7,344-83.1% |