Filed July 21, 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 9-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 | $45,400 | $46,553-2.5% | $64,056-29.1% | $75,163-39.6% |
| Participation rate | 79.3% | 65.9%+13.4pp | 72.3%+7.0pp | 67.2%+12.1pp |
| Annual return | 19.19% | 26.03%-6.8pp | 33.69%-14.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,646 | $1,974+34.1% | $2,747-3.7% | $2,670-0.9% |
| Participant deferral / active EE | $5,299 | $2,837+86.8% | $3,880+36.6% | $4,125+28.5% |
| Admin fee / account holder | $3,568 | $2,952+20.9% | $3,068+16.3% | $5,651-36.9% |