Filed April 16, 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 | $77,917 | $89,753-13.2% | $107,525-27.5% | $84,808-8.1% |
| Participation rate | 95.5% | 68.1%+27.4pp | 75.1%+20.4pp | 68.3%+27.1pp |
| Annual return | 15.06% | 29.48%-14.4pp | 181.32%-166.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $5,026 | $3,113+61.4% | $3,754+33.9% | $2,631+91.0% |
| Participant deferral / active EE | $7,800 | $4,056+92.3% | $5,116+52.5% | $4,212+85.2% |
| Admin fee / account holder | $27,476 | $7,222+280.4% | $8,919+208.1% | $7,344+274.1% |