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 | $88,360 | $197,591-55.3% | $177,821-50.3% | $158,922-44.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.37% | 58.76%-45.4pp | 48.32%-35.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $3,813 | $6,697-43.1% | $5,918-35.6% | $4,761-19.9% |
| Participant deferral / active EE | $10,667 | $8,405+26.9% | $7,714+38.3% | $5,982+78.3% |
| Admin fee / account holder | $35,863 | $15,399+132.9% | $12,427+188.6% | $11,246+218.9% |