Filed September 23, 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,330 | $52,467+98.9% | $57,179+82.5% | $55,167+89.1% |
| Participation rate | 96.5% | 75.8%+20.7pp | 75.3%+21.2pp | 69.0%+27.5pp |
| Annual return | 6.76% | 7.72%-1.0pp | 14.59%-7.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $3,469 | $2,477+40.0% | $2,682+29.3% | $1,963+76.8% |
| Participant deferral / active EE | $4,047 | $2,830+43.0% | $3,096+30.7% | $3,054+32.5% |
| Admin fee / account holder | $0 | $269-99.9% | $3,139-100.0% | $504-100.0% |