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 | $57,395 | $73,004-21.4% | $90,749-36.8% | $68,494-16.2% |
| Participation rate | 86.8% | 70.8%+15.9pp | 75.7%+11.1pp | 67.9%+18.9pp |
| Annual return | -15.40% | -13.81%-1.6pp | -12.16%-3.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $4,034 | $2,193+83.9% | $2,921+38.1% | $2,596+55.4% |
| Participant deferral / active EE | $3,292 | $3,627-9.2% | $4,564-27.9% | $4,027-18.3% |
| Admin fee / account holder | $11,066 | $5,896+87.7% | $8,445+31.0% | $5,403+104.8% |