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 | $106,697 | $109,359-2.4% | $162,163-34.2% | $72,985+46.2% |
| Participation rate | 82.8% | 84.3%-1.5pp | 87.6%-4.8pp | 69.5%+13.3pp |
| Annual return | 24.96% | 25.46%-0.5pp | 115.59%-90.6pp | 81.00%-56.0pp |
| Employer contribution / active EE | $8,411 | $3,907+115.3% | $5,614+49.8% | $2,440+244.7% |
| Participant deferral / active EE | $10,411 | $5,481+89.9% | $7,298+42.7% | $3,607+188.6% |
| Admin fee / account holder | $2,575 | $7,972-67.7% | $10,843-76.3% | $5,124-49.8% |