Filed February 16, 2026 (most recent of 5 filings on file)
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 | $161,993 | $47,848+238.6% | $81,478+98.8% | $70,131+131.0% |
| Participation rate | 97.3% | 58.3%+39.0pp | 68.0%+29.3pp | 69.5%+27.8pp |
| Annual return | 18.12% | 27.25%-9.1pp | 38.78%-20.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $5,613 | $1,527+267.5% | $2,568+118.6% | $2,342+139.6% |
| Participant deferral / active EE | $6,512 | $2,453+165.5% | $3,537+84.1% | $3,332+95.5% |
| Admin fee / account holder | $44,583 | $3,145+1317.6% | $4,561+877.5% | $4,645+859.7% |