Filed July 24, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,954 | $148,978-71.2% | $200,582-78.6% | $84,808-49.4% |
| Participation rate | 80.0% | 84.2%-4.2pp | 86.9%-6.9pp | 68.3%+11.7pp |
| Annual return | 17.54% | 28.16%-10.6pp | 42.33%-24.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,729 | $4,815-64.1% | $6,419-73.1% | $2,631-34.3% |
| Participant deferral / active EE | $2,489 | $7,142-65.1% | $9,331-73.3% | $4,212-40.9% |
| Admin fee / account holder | $3,252 | $13,977-76.7% | $16,305-80.1% | $7,344-55.7% |