Filed May 1, 2026 (most recent of 3 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 | $71,166 | $73,004-2.5% | $90,749-21.6% | $68,494+3.9% |
| Participation rate | 70.6% | 70.8%-0.2pp | 75.7%-5.1pp | 67.9%+2.7pp |
| Annual return | -16.46% | -13.81%-2.6pp | -12.16%-4.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,190 | $2,193-45.7% | $2,921-59.2% | $2,596-54.2% |
| Participant deferral / active EE | $2,590 | $3,627-28.6% | $4,564-43.2% | $4,027-35.7% |
| Admin fee / account holder | $3,413 | $5,896-42.1% | $8,445-59.6% | $5,403-36.8% |