Filed April 30, 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 5-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,171 | $81,460+7.0% | $103,333-15.6% | $80,856+7.8% |
| Participation rate | 94.2% | 66.8%+27.3pp | 74.5%+19.7pp | 67.6%+26.5pp |
| Annual return | 16.32% | 25.55%-9.2pp | 24.88%-8.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $6,420 | $3,105+106.7% | $3,868+66.0% | $2,755+133.0% |
| Participant deferral / active EE | $15,410 | $3,869+298.3% | $5,057+204.7% | $4,296+258.7% |
| Admin fee / account holder | $5,951 | $6,566-9.4% | $8,355-28.8% | $6,918-14.0% |