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 | $82,408 | $142,344-42.1% | $119,609-31.1% | $134,475-38.7% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.3%+14.9pp | 81.2%+12.9pp |
| Annual return | -12.33% | -12.44%+0.1pp | -14.97%+2.6pp | 417.96%-430.3pp |
| Employer contribution / active EE | $4,699 | $5,222-10.0% | $4,232+11.0% | $4,740-0.9% |
| Participant deferral / active EE | $6,212 | $6,469-4.0% | $5,602+10.9% | $6,400-2.9% |
| Admin fee / account holder | $17,147 | $13,584+26.2% | $10,323+66.1% | $11,426+50.1% |