Filed January 23, 2026 (most recent of 8 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,228 | $137,414+37.7% | $189,513-0.2% | $85,850+120.4% |
| Participation rate | 94.4% | 84.6%+9.8pp | 87.8%+6.6pp | 69.3%+25.1pp |
| Annual return | 13.48% | 38.14%-24.7pp | 555.15%-541.7pp | 318.53%-305.1pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,630-100.0% | $12,045-100.0% | $6,260-100.0% |