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 | $154,822 | $81,248+90.6% | $155,509-0.4% | $80,856+91.5% |
| Participation rate | 90.6% | 66.2%+24.3pp | 78.2%+12.4pp | 67.6%+22.9pp |
| Annual return | 11.49% | 33.31%-21.8pp | 64.67%-53.2pp | 35.59%-24.1pp |
| Employer contribution / active EE | $6,938 | $3,100+123.8% | $4,672+48.5% | $2,755+151.8% |
| Participant deferral / active EE | $6,452 | $3,452+86.9% | $5,626+14.7% | $4,296+50.2% |
| Admin fee / account holder | $29,396 | $7,997+267.6% | $15,912+84.7% | $6,918+324.9% |