Filed April 22, 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,171 | $119,446+24.0% | $150,045-1.2% | $85,563+73.2% |
| Participation rate | 93.2% | 75.4%+17.8pp | 82.3%+10.9pp | 66.0%+27.2pp |
| Annual return | 16.85% | 23.72%-6.9pp | 62.55%-45.7pp | 31.51%-14.7pp |
| Employer contribution / active EE | $17,635 | $4,078+332.4% | $4,693+275.8% | $2,654+564.6% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $548-100.0% | $13,435-100.0% | $834-100.0% |