Filed January 21, 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 | $116,332 | $77,899+49.3% | $149,673-22.3% | $75,163+54.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.21% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $6,446 | $3,137+105.5% | $4,818+33.8% | $2,670+141.4% |
| Participant deferral / active EE | $6,060 | $3,411+77.7% | $5,680+6.7% | $4,125+46.9% |
| Admin fee / account holder | $8,245 | $5,956+38.4% | $13,210-37.6% | $5,651+45.9% |