Filed March 17, 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.
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 | $133,830 | $137,414-2.6% | $189,513-29.4% | $85,850+55.9% |
| Participation rate | 87.1% | 84.6%+2.5pp | 87.8%-0.7pp | 69.3%+17.8pp |
| Annual return | 10.51% | 38.14%-27.6pp | 555.15%-544.6pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,341 | $4,344-69.1% | $6,162-78.2% | $2,565-47.7% |
| Participant deferral / active EE | $4,052 | $6,260-35.3% | $8,221-50.7% | $3,952+2.5% |
| Admin fee / account holder | $6,031 | $8,630-30.1% | $12,045-49.9% | $6,260-3.6% |