Filed June 16, 2026 (most recent of 6 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,955 | $54,705+148.5% | $71,209+90.9% | $84,808+60.3% |
| Participation rate | 83.9% | 64.1%+19.9pp | 73.8%+10.2pp | 68.3%+15.6pp |
| Annual return | 16.27% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,265 | $2,158+51.3% | $2,721+20.0% | $2,631+24.1% |
| Participant deferral / active EE | $5,230 | $3,030+72.6% | $4,175+25.3% | $4,212+24.2% |
| Admin fee / account holder | $7,441 | $4,863+53.0% | $5,349+39.1% | $7,344+1.3% |