Filed February 6, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,039 | $47,848+25.5% | $81,478-26.3% | $70,131-14.4% |
| Participation rate | 88.5% | 58.3%+30.2pp | 68.0%+20.6pp | 69.5%+19.0pp |
| Annual return | 18.66% | 27.25%-8.6pp | 38.78%-20.1pp | 73.14%-54.5pp |
| Employer contribution / active EE | $2,525 | $1,527+65.4% | $2,568-1.6% | $2,342+7.8% |
| Participant deferral / active EE | $3,409 | $2,453+39.0% | $3,537-3.6% | $3,332+2.3% |
| Admin fee / account holder | $9,332 | $3,145+196.7% | $4,561+104.6% | $4,645+100.9% |