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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,333 | $148,978-5.1% | $200,582-29.5% | $84,808+66.7% |
| Participation rate | 94.3% | 84.2%+10.1pp | 86.9%+7.4pp | 68.3%+26.0pp |
| Annual return | 18.67% | 28.16%-9.5pp | 42.33%-23.7pp | 40.90%-22.2pp |
| Employer contribution / active EE | $8,337 | $4,815+73.1% | $6,419+29.9% | $2,631+216.9% |
| Participant deferral / active EE | $2,953 | $7,142-58.7% | $9,331-68.4% | $4,212-29.9% |
| Admin fee / account holder | $7,196 | $13,977-48.5% | $16,305-55.9% | $7,344-2.0% |