Filed August 7, 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 | $115,313 | $65,703+75.5% | $94,224+22.4% | $59,632+93.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.81% | 5.22%-7.0pp | 10.68%-12.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $7,768 | $2,021+284.5% | $3,587+116.6% | $2,203+252.7% |
| Participant deferral / active EE | $8,161 | $3,143+159.7% | $4,320+88.9% | $3,192+155.7% |
| Admin fee / account holder | $16,663 | $4,264+290.8% | $6,269+165.8% | $4,297+287.8% |