Filed August 24, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,172 | $89,753-33.0% | $107,525-44.0% | $84,808-29.0% |
| Participation rate | 83.3% | 68.1%+15.3pp | 75.1%+8.3pp | 68.3%+15.0pp |
| Annual return | 12.65% | 29.48%-16.8pp | 181.32%-168.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $4,126 | $3,113+32.5% | $3,754+9.9% | $2,631+56.8% |
| Participant deferral / active EE | $7,102 | $4,056+75.1% | $5,116+38.8% | $4,212+68.6% |
| Admin fee / account holder | $22,637 | $7,222+213.4% | $8,919+153.8% | $7,344+208.2% |