Filed June 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 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 | $49,658 | $160,055-69.0% | $140,016-64.5% | $135,375-63.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.49% | 911.38%-915.9pp | 651.12%-655.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,626 | $6,420-59.1% | $5,606-53.1% | $4,779-45.0% |
| Participant deferral / active EE | $6,384 | $7,642-16.5% | $6,927-7.8% | $5,609+13.8% |
| Admin fee / account holder | $22,419 | $13,328+68.2% | $10,705+109.4% | $10,827+107.1% |