Filed May 7, 2026 (most recent of 3 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 5-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,876 | $88,751+195.1% | $81,812+220.1% | $145,922+79.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.66% | 1025.40%-1005.7pp | 773.79%-754.1pp | 561.29%-541.6pp |
| Employer contribution / active EE | $11,384 | $3,083+269.2% | $2,912+290.9% | $4,660+144.3% |
| Participant deferral / active EE | $11,695 | $4,643+151.9% | $4,319+170.8% | $6,688+74.9% |
| Admin fee / account holder | $3,126 | $8,415-62.9% | $7,386-57.7% | $13,397-76.7% |