Filed May 12, 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 | $230,925 | $86,944+165.6% | $107,525+114.8% | $74,304+210.8% |
| Participation rate | 90.1% | 59.6%+30.5pp | 75.1%+15.0pp | 60.3%+29.7pp |
| Annual return | 16.47% | 23.52%-7.0pp | 181.32%-164.8pp | 29.43%-13.0pp |
| Employer contribution / active EE | $4,191 | $2,757+52.0% | $3,754+11.7% | $2,241+87.0% |
| Participant deferral / active EE | $11,070 | $3,554+211.5% | $5,116+116.4% | $3,767+193.9% |
| Admin fee / account holder | $28,368 | $3,727+661.2% | $8,919+218.1% | $2,969+855.5% |