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 | $92,287 | $57,281+61.1% | $86,612+6.6% | $75,163+22.8% |
| Participation rate | 88.3% | 63.2%+25.1pp | 71.7%+16.6pp | 67.2%+21.1pp |
| Annual return | 17.13% | 2670.75%-2653.6pp | 591.07%-573.9pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,926 | $2,314+26.4% | $3,022-3.2% | $2,670+9.6% |
| Participant deferral / active EE | $4,786 | $3,318+44.3% | $4,438+7.9% | $4,125+16.0% |
| Admin fee / account holder | $5,960 | $4,112+45.0% | $5,614+6.2% | $5,651+5.5% |