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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,007 | $104,317-24.3% | $159,436-50.4% | $86,799-9.0% |
| Participation rate | 95.9% | 77.7%+18.2pp | 82.8%+13.1pp | 72.3%+23.6pp |
| Annual return | 6.28% | 26.32%-20.0pp | 263.57%-257.3pp | 97.91%-91.6pp |
| Employer contribution / active EE | $5,102 | $3,451+47.9% | $4,829+5.6% | $2,405+112.1% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |