Filed January 20, 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 10-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 | $178,384 | $92,222+93.4% | $76,768+132.4% | $135,375+31.8% |
| Participation rate | 88.2% | 79.8%+8.5pp | 77.0%+11.3pp | 82.6%+5.6pp |
| Annual return | -5.05% | 5.46%-10.5pp | 2.43%-7.5pp | 519.73%-524.8pp |
| Employer contribution / active EE | $4,448 | $3,216+38.3% | $2,485+79.0% | $4,779-6.9% |
| Participant deferral / active EE | $4,701 | $4,509+4.3% | $3,852+22.1% | $5,609-16.2% |
| Admin fee / account holder | $10,647 | $10,748-0.9% | $6,675+59.5% | $10,827-1.7% |