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 | $150,847 | $110,094+37.0% | $151,611-0.5% | $68,494+120.2% |
| Participation rate | 97.3% | 84.0%+13.3pp | 87.5%+9.8pp | 67.9%+29.4pp |
| Annual return | -14.44% | -10.12%-4.3pp | 3.33%-17.8pp | -7.84%-6.6pp |
| Employer contribution / active EE | $11,063 | $4,471+147.5% | $6,166+79.4% | $2,596+326.1% |
| Participant deferral / active EE | $14,611 | $6,527+123.9% | $8,363+74.7% | $4,027+262.8% |
| Admin fee / account holder | $1,745 | $7,719-77.4% | $11,616-85.0% | $5,403-67.7% |