Filed June 30, 2026 (most recent of 2 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 | $14,130 | $76,000-81.4% | $154,107-90.8% | $64,186-78.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 1.55% | 30.32%-28.8pp | 735.12%-733.6pp | 7.63%-6.1pp |
| Employer contribution / active EE | $1,157 | $3,351-65.5% | $5,298-78.2% | $2,381-51.4% |
| Participant deferral / active EE | $2,469 | $3,175-22.2% | $5,081-51.4% | $3,470-28.8% |
| Admin fee / account holder | $957 | $5,596-82.9% | $13,411-92.9% | $4,888-80.4% |