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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,525 | $57,976+87.2% | $62,995+72.3% | $62,292+74.2% |
| Participation rate | 92.1% | 75.9%+16.1pp | 74.8%+17.3pp | 69.5%+22.5pp |
| Annual return | 11.78% | 17.54%-5.8pp | 87.57%-75.8pp | 28.90%-17.1pp |
| Employer contribution / active EE | $3,639 | $2,415+50.7% | $2,759+31.9% | $2,042+78.2% |
| Participant deferral / active EE | $4,569 | $2,956+54.6% | $3,329+37.2% | $3,169+44.2% |
| Admin fee / account holder | $12 | $276-95.7% | $3,600-99.7% | $479-97.5% |