Filed March 30, 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 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 | $213,912 | $148,978+43.6% | $200,582+6.6% | $84,808+152.2% |
| Participation rate | 98.5% | 84.2%+14.2pp | 86.9%+11.6pp | 68.3%+30.2pp |
| Annual return | 13.41% | 28.16%-14.8pp | 42.33%-28.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $5,116 | $4,815+6.2% | $6,419-20.3% | $2,631+94.4% |
| Participant deferral / active EE | $6,606 | $7,142-7.5% | $9,331-29.2% | $4,212+56.9% |
| Admin fee / account holder | $25,991 | $13,977+86.0% | $16,305+59.4% | $7,344+253.9% |