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 | $80,460 | $160,055-49.7% | $140,016-42.5% | $135,375-40.6% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.5%+4.2pp | 82.6%+9.0pp |
| Annual return | -6.86% | 911.38%-918.2pp | 651.12%-658.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $7,996 | $6,420+24.5% | $5,606+42.6% | $4,779+67.3% |
| Participant deferral / active EE | $11,423 | $7,642+49.5% | $6,927+64.9% | $5,609+103.7% |
| Admin fee / account holder | $4,523 | $13,328-66.1% | $10,705-57.8% | $10,827-58.2% |