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 | $81,714 | $91,190-10.4% | $178,490-54.2% | $79,858+2.3% |
| Participation rate | 92.1% | 69.2%+22.9pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 12.60% | 24.19%-11.6pp | 151.07%-138.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $3,257 | $3,2560% | $5,011-35.0% | $2,471+31.8% |
| Participant deferral / active EE | $5,276 | $3,236+63.0% | $5,202+1.4% | $3,740+41.1% |
| Admin fee / account holder | $1,903 | $6,751-71.8% | $13,984-86.4% | $5,306-64.1% |