Filed February 15, 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 7-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 | $86,412 | $152,587-43.4% | $125,175-31.0% | $152,861-43.5% |
| Participation rate | 70.0% | 83.3%-13.3pp | 79.8%-9.8pp | 82.4%-12.4pp |
| Annual return | 11.14% | 54.84%-43.7pp | 43.79%-32.7pp | 345.32%-334.2pp |
| Employer contribution / active EE | $9,006 | $4,946+82.1% | $3,865+133.0% | $4,762+89.1% |
| Participant deferral / active EE | $2,967 | $5,868-49.4% | $4,937-39.9% | $5,850-49.3% |
| Admin fee / account holder | $279,227 | $13,434+1978.5% | $9,702+2778.0% | $11,596+2307.9% |