Filed May 6, 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 | $128,468 | $105,998+21.2% | $92,233+39.3% | $147,584-13.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.99% | 50.05%-34.1pp | 176.28%-160.3pp | 578.55%-562.6pp |
| Employer contribution / active EE | $10,130 | $4,333+133.8% | $3,679+175.3% | $4,876+107.7% |
| Participant deferral / active EE | $10,279 | $4,478+129.5% | $3,897+163.8% | $5,439+89.0% |
| Admin fee / account holder | $727 | $6,332-88.5% | $5,194-86.0% | $10,885-93.3% |