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 | $228,598 | $52,279+337.3% | $89,391+155.7% | $79,858+186.3% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 19.56% | 22.16%-2.6pp | 245.62%-226.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $7,020 | $1,572+346.7% | $2,586+171.5% | $2,471+184.1% |
| Participant deferral / active EE | $8,641 | $2,740+215.4% | $3,890+122.2% | $3,740+131.1% |
| Admin fee / account holder | $11,511 | $3,356+243.0% | $4,881+135.8% | $5,306+116.9% |