Filed September 25, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $45,551-100.0% | $59,878-100.0% | - |
| Participation rate | 0.0% | 69.1%-69.1pp | 74.7%-74.7pp | - |
| Annual return | 12.05% | 11.07%+1.0pp | 3.46%+8.6pp | - |
| Employer contribution / active EE | $0 | $2,465-100.0% | $2,722-100.0% | - |
| Participant deferral / active EE | $0 | $2,507-100.0% | $3,402-100.0% | - |
| Admin fee / account holder | $0 | $6,446-100.0% | $3,590-100.0% | - |