Filed January 8, 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 | $103,880 | $62,586+66.0% | $76,768+35.3% | $64,186+61.8% |
| Participation rate | 95.0% | 72.8%+22.2pp | 77.0%+18.0pp | 69.6%+25.4pp |
| Annual return | -6.05% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $6,685 | $1,832+264.9% | $2,485+169.0% | $2,381+180.8% |
| Participant deferral / active EE | $5,115 | $3,145+62.7% | $3,852+32.8% | $3,470+47.4% |
| Admin fee / account holder | $2,430 | $4,667-47.9% | $6,675-63.6% | $4,888-50.3% |