Filed January 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 | $173,209 | $138,347+25.2% | $184,203-6.0% | $80,856+114.2% |
| Participation rate | 92.8% | 83.9%+8.9pp | 86.8%+6.0pp | 67.6%+25.1pp |
| Annual return | 21.76% | 20.02%+1.7pp | 28.81%-7.1pp | 35.59%-13.8pp |
| Employer contribution / active EE | $3,671 | $4,850-24.3% | $6,427-42.9% | $2,755+33.3% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $8,681 | $10,483-17.2% | $13,901-37.6% | $6,918+25.5% |