Filed June 25, 2026 (most recent of 2 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,886 | $150,440-82.1% | $136,294-80.3% | $147,584-81.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.39% | 1049.08%-1033.7pp | 5155.94%-5140.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,175 | $5,256-58.6% | $4,695-53.7% | $4,876-55.4% |
| Participant deferral / active EE | $9,012 | $6,630+35.9% | $6,247+44.3% | $5,439+65.7% |
| Admin fee / account holder | $141 | $10,905-98.7% | $9,243-98.5% | $10,885-98.7% |