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 | $81,892 | $76,367+7.2% | $93,606-12.5% | $72,985+12.2% |
| Participation rate | 88.9% | 71.7%+17.1pp | 75.8%+13.1pp | 69.5%+19.4pp |
| Annual return | 19.58% | 25.82%-6.2pp | 32.76%-13.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $3,677 | $2,275+61.6% | $2,718+35.3% | $2,440+50.7% |
| Participant deferral / active EE | $3,507 | $3,538-0.9% | $4,069-13.8% | $3,607-2.8% |
| Admin fee / account holder | $2,179 | $6,838-68.1% | $7,888-72.4% | $5,124-57.5% |