Filed June 1, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,446 | $89,698+204.9% | $103,476+164.3% | $80,856+238.2% |
| Participation rate | 95.8% | 76.0%+19.9pp | 80.5%+15.3pp | 67.6%+28.2pp |
| Annual return | 14.05% | 22.78%-8.7pp | 23.90%-9.9pp | 35.59%-21.5pp |
| Employer contribution / active EE | $11,269 | $4,018+180.4% | $4,672+141.2% | $2,755+309.0% |
| Participant deferral / active EE | $11,239 | $5,456+106.0% | $6,623+69.7% | $4,296+161.6% |
| Admin fee / account holder | $19,517 | $6,768+188.4% | $9,413+107.3% | $6,918+182.1% |