Filed April 17, 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 | $87,802 | $86,929+1.0% | $102,423-14.3% | $80,856+8.6% |
| Participation rate | 95.2% | 72.4%+22.9pp | 76.5%+18.7pp | 67.6%+27.6pp |
| Annual return | 16.14% | 18.88%-2.7pp | 29.32%-13.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $4,113 | $2,369+73.6% | $3,023+36.0% | $2,755+49.3% |
| Participant deferral / active EE | $11,166 | $4,118+171.1% | $5,053+121.0% | $4,296+159.9% |
| Admin fee / account holder | $6,030 | $8,049-25.1% | $9,451-36.2% | $6,918-12.8% |