Filed February 9, 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 | $71,281 | $101,317-29.6% | $146,958-51.5% | $74,495-4.3% |
| Participation rate | 78.5% | 75.5%+2.9pp | 82.2%-3.7pp | 67.2%+11.3pp |
| Annual return | 20.36% | 8730.91%-8710.5pp | 418.34%-398.0pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $5,095 | $3,810+33.7% | $4,933+3.3% | $2,623+94.3% |
| Participant deferral / active EE | $9,885 | $7,303+35.3% | $8,070+22.5% | $4,346+127.5% |
| Admin fee / account holder | $15,527 | $1,739+792.9% | $12,998+19.5% | $1,942+699.6% |