Filed August 6, 2026 (most recent of 2 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,485 | $79,523+10.0% | $140,016-37.5% | $56,287+55.4% |
| Participation rate | 96.0% | 85.7%+10.3pp | 87.5%+8.5pp | 69.9%+26.1pp |
| Annual return | -6.02% | 2.39%-8.4pp | 651.12%-657.1pp | -9.96%+3.9pp |
| Employer contribution / active EE | $4,671 | $3,350+39.4% | $5,606-16.7% | $2,111+121.3% |
| Participant deferral / active EE | $4,774 | $5,129-6.9% | $6,927-31.1% | $3,350+42.5% |
| Admin fee / account holder | $11 | $614-98.3% | $10,705-99.9% | $521-98.0% |