Filed February 11, 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 | $80,277 | $106,890-24.9% | $84,015-4.4% | $152,861-47.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 14.39% | 104.99%-90.6pp | 71.31%-56.9pp | 345.32%-330.9pp |
| Employer contribution / active EE | $10,409 | $2,734+280.7% | $1,983+424.8% | $4,762+118.6% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $32,500 | $8,285+292.3% | $6,101+432.7% | $11,596+180.3% |