Filed May 4, 2026 (most recent of 2 filings on file)
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 | $84,253 | $58,694+43.5% | $142,863-41.0% | $85,850-1.9% |
| Participation rate | 96.7% | 58.5%+38.2pp | 71.9%+24.7pp | 69.3%+27.4pp |
| Annual return | 13.72% | 27.72%-14.0pp | 5637.54%-5623.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $4,853 | $1,423+241.2% | $4,144+17.1% | $2,565+89.2% |
| Participant deferral / active EE | $5,537 | $2,607+112.4% | $3,837+44.3% | $3,952+40.1% |
| Admin fee / account holder | $4,766 | $4,239+12.4% | $6,560-27.3% | $6,260-23.9% |