Filed January 14, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,088 | $94,529-37.5% | $140,016-57.8% | $64,186-7.9% |
| Participation rate | 74.2% | 84.1%-9.9pp | 87.5%-13.3pp | 69.6%+4.6pp |
| Annual return | -6.14% | 7.77%-13.9pp | 651.12%-657.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $717 | $3,812-81.2% | $5,606-87.2% | $2,381-69.9% |
| Participant deferral / active EE | $1,913 | $5,250-63.6% | $6,927-72.4% | $3,470-44.9% |
| Admin fee / account holder | $253 | $6,741-96.3% | $10,705-97.6% | $4,888-94.8% |