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 | $98,952 | $138,347-28.5% | $184,203-46.3% | $80,856+22.4% |
| Participation rate | 92.5% | 83.9%+8.6pp | 86.8%+5.7pp | 67.6%+24.9pp |
| Annual return | 10.35% | 20.02%-9.7pp | 28.81%-18.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $7,140 | $4,850+47.2% | $6,427+11.1% | $2,755+159.2% |
| Participant deferral / active EE | $2,846 | $7,071-59.8% | $9,131-68.8% | $4,296-33.8% |
| Admin fee / account holder | $5,283 | $10,483-49.6% | $13,901-62.0% | $6,918-23.6% |