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 | $86,975 | $79,944+8.8% | $98,439-11.6% | $75,163+15.7% |
| Participation rate | 74.5% | 70.4%+4.1pp | 75.2%-0.7pp | 67.2%+7.3pp |
| Annual return | 15.82% | 19.75%-3.9pp | 21.16%-5.3pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,417 | $2,264-37.4% | $3,048-53.5% | $2,670-46.9% |
| Participant deferral / active EE | $2,367 | $3,752-36.9% | $4,738-50.0% | $4,125-42.6% |
| Admin fee / account holder | $2,411 | $6,840-64.8% | $8,948-73.1% | $5,651-57.3% |