Filed April 3, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,124 | $133,958+0.1% | $112,228+19.5% | $134,475-0.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.69% | 47.11%-60.8pp | 27.45%-41.1pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,777 | $4,038-56.0% | $3,635-51.1% | $4,740-62.5% |
| Participant deferral / active EE | $8,562 | $5,291+61.8% | $4,728+81.1% | $6,400+33.8% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |