Filed June 5, 2026 (most recent of 5 filings on file)
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,217 | $214,378-55.1% | $200,582-52.0% | $142,382-32.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.89% | 46.41%-25.5pp | 42.33%-21.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $4,437 | $6,841-35.1% | $6,419-30.9% | $4,299+3.2% |
| Participant deferral / active EE | $9,867 | $9,8650% | $9,331+5.7% | $6,507+51.6% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |