Filed May 19, 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 | $108,972 | $57,281+90.2% | $86,612+25.8% | $75,163+45.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.96% | 2670.75%-2651.8pp | 591.07%-572.1pp | 160.62%-141.7pp |
| Employer contribution / active EE | $4,607 | $2,314+99.0% | $3,022+52.4% | $2,670+72.5% |
| Participant deferral / active EE | $8,474 | $3,318+155.4% | $4,438+90.9% | $4,125+105.4% |
| Admin fee / account holder | $2,830 | $4,112-31.2% | $5,614-49.6% | $5,651-49.9% |