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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,205 | $58,208+49.8% | $81,812+6.6% | $80,856+7.9% |
| Participation rate | 94.1% | 63.4%+30.7pp | 72.3%+21.8pp | 67.6%+26.5pp |
| Annual return | 30.80% | 41.66%-10.9pp | 773.79%-743.0pp | 35.59%-4.8pp |
| Employer contribution / active EE | $3,916 | $2,340+67.4% | $2,912+34.5% | $2,755+42.2% |
| Participant deferral / active EE | $7,635 | $3,281+132.7% | $4,319+76.8% | $4,296+77.7% |
| Admin fee / account holder | $24,918 | $4,981+400.2% | $7,386+237.4% | $6,918+260.2% |