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 | $184,257 | $48,046+283.5% | $84,611+117.8% | $72,985+152.5% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 24.21% | 37.38%-13.2pp | 258.74%-234.5pp | 81.00%-56.8pp |
| Employer contribution / active EE | $8,114 | $1,602+406.6% | $2,652+206.0% | $2,440+232.6% |
| Participant deferral / active EE | $9,457 | $2,680+252.8% | $3,899+142.6% | $3,607+162.2% |
| Admin fee / account holder | $31,564 | $3,395+829.8% | $4,912+542.6% | $5,124+516.0% |