Filed February 23, 2026 (most recent of 3 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 | $153,687 | $102,317+50.2% | $146,958+4.6% | $80,856+90.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.40% | 134.76%-122.4pp | 418.34%-405.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $6,821 | $3,713+83.7% | $4,933+38.3% | $2,755+147.6% |
| Participant deferral / active EE | $11,925 | $6,644+79.5% | $8,070+47.8% | $4,296+177.6% |
| Admin fee / account holder | $18,966 | $7,941+138.8% | $12,998+45.9% | $6,918+174.2% |