Filed April 29, 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 9-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 | $203,914 | $138,347+47.4% | $184,203+10.7% | $80,856+152.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.58% | 20.02%-4.4pp | 28.81%-13.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $12,673 | $4,850+161.3% | $6,427+97.2% | $2,755+360.0% |
| Participant deferral / active EE | $15,985 | $7,071+126.1% | $9,131+75.1% | $4,296+272.1% |
| Admin fee / account holder | $8,943 | $10,483-14.7% | $13,901-35.7% | $6,918+29.3% |