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 | $159,914 | $80,717+98.1% | $154,803+3.3% | $84,808+88.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.45% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $7,924 | $2,761+186.9% | $4,305+84.0% | $2,631+201.2% |
| Participant deferral / active EE | $7,201 | $3,303+118.0% | $5,540+30.0% | $4,212+71.0% |
| Admin fee / account holder | $9,173 | $6,746+36.0% | $14,329-36.0% | $7,344+24.9% |