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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,937 | $171,865-52.9% | $149,718-45.9% | $147,584-45.2% |
| Participation rate | 95.5% | 88.2%+7.3pp | 87.1%+8.4pp | 82.8%+12.6pp |
| Annual return | 22.22% | 2113.22%-2091.0pp | 1501.63%-1479.4pp | 578.55%-556.3pp |
| Employer contribution / active EE | $8,031 | $6,275+28.0% | $5,445+47.5% | $4,876+64.7% |
| Participant deferral / active EE | $10,436 | $7,271+43.5% | $6,569+58.9% | $5,439+91.9% |
| Admin fee / account holder | $70 | $13,799-99.5% | $11,283-99.4% | $10,885-99.4% |