Filed July 10, 2026 (most recent of 3 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,539 | $148,978-31.2% | $200,582-48.9% | $84,808+20.9% |
| Participation rate | 72.2% | 84.2%-12.0pp | 86.9%-14.7pp | 68.3%+3.9pp |
| Annual return | 11.66% | 28.16%-16.5pp | 42.33%-30.7pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,891 | $4,815-60.7% | $6,419-70.5% | $2,631-28.1% |
| Participant deferral / active EE | $2,701 | $7,142-62.2% | $9,331-71.1% | $4,212-35.9% |
| Admin fee / account holder | $50,381 | $13,977+260.5% | $16,305+209.0% | $7,344+586.0% |