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 | $180,611 | $125,758+43.6% | $169,993+6.2% | $75,163+140.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.14% | 27.20%-8.1pp | 53.37%-34.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $11,754 | $4,615+154.7% | $6,785+73.2% | $2,670+340.3% |
| Participant deferral / active EE | $15,419 | $6,837+125.5% | $10,408+48.1% | $4,125+273.8% |
| Admin fee / account holder | $8,562 | $8,173+4.8% | $12,815-33.2% | $5,651+51.5% |