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 | $156,450 | $123,793+26.4% | $177,821-12.0% | $79,858+95.9% |
| Participation rate | 82.8% | 84.7%-1.9pp | 87.7%-5.0pp | 69.6%+13.1pp |
| Annual return | 21.32% | 22.82%-1.5pp | 48.32%-27.0pp | 31.71%-10.4pp |
| Employer contribution / active EE | $9,706 | $4,095+137.0% | $5,918+64.0% | $2,471+292.8% |
| Participant deferral / active EE | $13,141 | $5,956+120.6% | $7,714+70.4% | $3,740+251.4% |
| Admin fee / account holder | $2,337 | $7,243-67.7% | $12,427-81.2% | $5,306-56.0% |