Filed August 6, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,353 | $125,758-30.5% | $169,993-48.6% | $75,163+16.2% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.0%+10.4pp | 67.2%+30.2pp |
| Annual return | 12.21% | 27.20%-15.0pp | 53.37%-41.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $7,389 | $4,615+60.1% | $6,785+8.9% | $2,670+176.8% |
| Participant deferral / active EE | $2,437 | $6,837-64.4% | $10,408-76.6% | $4,125-40.9% |
| Admin fee / account holder | $3,902 | $8,173-52.3% | $12,815-69.6% | $5,651-30.9% |