Filed February 23, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,547 | $148,978-41.9% | $200,582-56.9% | $84,808+2.1% |
| Participation rate | 86.1% | 84.2%+1.9pp | 86.9%-0.8pp | 68.3%+17.8pp |
| Annual return | 11.33% | 28.16%-16.8pp | 42.33%-31.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $8,450 | $4,815+75.5% | $6,419+31.6% | $2,631+221.2% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $9,526 | $13,977-31.8% | $16,305-41.6% | $7,344+29.7% |