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 | $81,358 | $54,350+49.7% | $82,719-1.6% | $68,494+18.8% |
| Participation rate | 78.2% | 63.9%+14.3pp | 72.6%+5.6pp | 67.9%+10.3pp |
| Annual return | -17.81% | -13.67%-4.1pp | 701.18%-719.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,066 | $2,218+38.2% | $3,009+1.9% | $2,596+18.1% |
| Participant deferral / active EE | $4,836 | $3,246+49.0% | $4,395+10.0% | $4,027+20.1% |
| Admin fee / account holder | $6,585 | $4,395+49.8% | $5,329+23.6% | $5,403+21.9% |