Filed September 23, 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 | $33,675 | $53,822-37.4% | $75,696-55.5% | $85,850-60.8% |
| Participation rate | 94.6% | 69.1%+25.5pp | 74.8%+19.7pp | 69.3%+25.3pp |
| Annual return | 38.80% | 24.54%+14.3pp | 104.53%-65.7pp | 318.53%-279.7pp |
| Employer contribution / active EE | $2,998 | $2,017+48.7% | $2,743+9.3% | $2,565+16.9% |
| Participant deferral / active EE | $5,711 | $2,895+97.3% | $3,821+49.5% | $3,952+44.5% |
| Admin fee / account holder | $2,529 | $3,343-24.3% | $3,619-30.1% | $6,260-59.6% |