Filed July 29, 2026 (most recent of 3 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,849 | $58,577+53.4% | $83,333+7.8% | $64,186+40.0% |
| Participation rate | 79.3% | 72.0%+7.3pp | 77.8%+1.5pp | 69.6%+9.7pp |
| Annual return | -10.74% | 9.65%-20.4pp | 10.63%-21.4pp | 7.63%-18.4pp |
| Employer contribution / active EE | $2,189 | $2,098+4.3% | $3,379-35.2% | $2,381-8.1% |
| Participant deferral / active EE | $7,307 | $4,654+57.0% | $5,565+31.3% | $3,470+110.6% |
| Admin fee / account holder | $3,014 | $9,275-67.5% | $7,510-59.9% | $4,888-38.3% |