Filed May 29, 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 | $50,632 | $82,630-38.7% | $64,105-21.0% | $125,391-59.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 68.2%+11.8pp | 83.2%-3.2pp |
| Annual return | -2.55% | 1489.72%-1492.3pp | 791.24%-793.8pp | 282.22%-284.8pp |
| Employer contribution / active EE | $525 | $2,671-80.4% | $1,820-71.2% | $4,866-89.2% |
| Participant deferral / active EE | $3,681 | $3,608+2.0% | $2,822+30.4% | $5,352-31.2% |
| Admin fee / account holder | $7,764 | $6,382+21.7% | $4,499+72.6% | $9,540-18.6% |