Filed January 8, 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 | $51,524 | $62,586-17.7% | $76,768-32.9% | $64,186-19.7% |
| Participation rate | 77.8% | 72.8%+5.0pp | 77.0%+0.8pp | 69.6%+8.2pp |
| Annual return | 7.97% | -1.95%+9.9pp | 2.43%+5.5pp | 7.63%+0.3pp |
| Employer contribution / active EE | $1,044 | $1,832-43.0% | $2,485-58.0% | $2,381-56.2% |
| Participant deferral / active EE | $3,906 | $3,145+24.2% | $3,852+1.4% | $3,470+12.6% |
| Admin fee / account holder | $809 | $4,667-82.7% | $6,675-87.9% | $4,888-83.5% |