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 | $95,262 | $51,576+84.7% | $129,207-26.3% | $80,856+17.8% |
| Participation rate | 91.3% | 57.0%+34.3pp | 69.6%+21.7pp | 67.6%+23.7pp |
| Annual return | 12.52% | 20.81%-8.3pp | 9417.33%-9404.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $5,592 | $1,584+253.1% | $4,153+34.6% | $2,755+103.0% |
| Participant deferral / active EE | $5,689 | $2,669+113.2% | $4,168+36.5% | $4,296+32.4% |
| Admin fee / account holder | $11,248 | $4,305+161.3% | $7,715+45.8% | $6,918+62.6% |