Filed March 20, 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 8-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 | $85,611 | $183,519-53.4% | $155,509-44.9% | $145,922-41.3% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 7.26% | 61.17%-53.9pp | 64.67%-57.4pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,730 | $5,313-67.4% | $4,672-63.0% | $4,660-62.9% |
| Participant deferral / active EE | $4,886 | $6,462-24.4% | $5,626-13.2% | $6,688-26.9% |
| Admin fee / account holder | $589 | $19,313-96.9% | $15,912-96.3% | $13,397-95.6% |