Filed May 27, 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 | $80,432 | $53,516+50.3% | $126,539-36.4% | $84,808-5.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 14.19% | 58.34%-44.2pp | 425.95%-411.8pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,871 | $1,535+87.1% | $3,674-21.8% | $2,631+9.1% |
| Participant deferral / active EE | $5,500 | $2,671+105.9% | $4,083+34.7% | $4,212+30.6% |
| Admin fee / account holder | $9,842 | $4,497+118.9% | $6,065+62.3% | $7,344+34.0% |