Filed September 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 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 | $209,908 | $109,881+91.0% | $150,045+39.9% | $84,808+147.5% |
| Participation rate | 93.8% | 76.1%+17.7pp | 82.3%+11.4pp | 68.3%+25.4pp |
| Annual return | 25.77% | 28.25%-2.5pp | 62.55%-36.8pp | 40.90%-15.1pp |
| Employer contribution / active EE | $12,309 | $3,561+245.7% | $4,693+162.3% | $2,631+367.9% |
| Participant deferral / active EE | $9,179 | $6,636+38.3% | $7,997+14.8% | $4,212+117.9% |
| Admin fee / account holder | $5,396 | $8,568-37.0% | $13,435-59.8% | $7,344-26.5% |