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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,705 | $48,230+7.2% | $67,502-23.4% | $80,856-36.1% |
| Participation rate | 85.7% | 66.4%+19.3pp | 72.9%+12.8pp | 67.6%+18.1pp |
| Annual return | 14.35% | 18.28%-3.9pp | 3512.12%-3497.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $3,780 | $2,020+87.1% | $2,731+38.4% | $2,755+37.2% |
| Participant deferral / active EE | $7,406 | $2,924+153.3% | $4,000+85.2% | $4,296+72.4% |
| Admin fee / account holder | $256 | $3,681-93.1% | $3,998-93.6% | $6,918-96.3% |