Filed January 6, 2026 (most recent of 4 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.
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 | $79,075 | $138,347-42.8% | $184,203-57.1% | $80,856-2.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.40% | 20.02%-9.6pp | 28.81%-18.4pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,960 | $4,850-39.0% | $6,427-53.9% | $2,755+7.4% |
| Participant deferral / active EE | $7,496 | $7,071+6.0% | $9,131-17.9% | $4,296+74.5% |
| Admin fee / account holder | $12,857 | $10,483+22.6% | $13,901-7.5% | $6,918+85.8% |