Filed January 5, 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 | $55,431 | $76,000-27.1% | $154,107-64.0% | $64,186-13.6% |
| Participation rate | 98.3% | 70.4%+27.9pp | 83.0%+15.3pp | 69.6%+28.7pp |
| Annual return | -7.42% | 30.32%-37.7pp | 735.12%-742.5pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,892 | $3,351-13.7% | $5,298-45.4% | $2,381+21.5% |
| Participant deferral / active EE | $4,623 | $3,175+45.6% | $5,081-9.0% | $3,470+33.2% |
| Admin fee / account holder | $7,004 | $5,596+25.2% | $13,411-47.8% | $4,888+43.3% |