Filed September 15, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,274 | $78,275+16.6% | $109,143-16.4% | $86,799+5.2% |
| Participation rate | 94.7% | 73.8%+20.8pp | 75.9%+18.8pp | 72.3%+22.4pp |
| Annual return | 43.39% | 19.14%+24.2pp | 25.75%+17.6pp | 97.91%-54.5pp |
| Employer contribution / active EE | $5,473 | $3,105+76.3% | $3,722+47.1% | $2,405+127.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,752-100.0% | $170-100.0% |