Filed August 5, 2026 (most recent of 2 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 10-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 | $169,590 | $70,756+139.7% | $65,493+158.9% | $142,382+19.1% |
| Participation rate | 86.4% | 77.4%+9.0pp | 73.1%+13.3pp | 80.1%+6.2pp |
| Annual return | 13.97% | 1754.89%-1740.9pp | 982.45%-968.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $8,079 | $2,881+180.5% | $2,574+213.8% | $4,299+87.9% |
| Participant deferral / active EE | $11,826 | $4,637+155.0% | $3,961+198.6% | $6,507+81.7% |
| Admin fee / account holder | $12,687 | $6,559+93.4% | $5,028+152.3% | $12,624+0.5% |