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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,075 | $53,516+87.0% | $126,539-20.9% | $84,808+18.0% |
| Participation rate | 97.2% | 58.2%+38.9pp | 69.8%+27.4pp | 68.3%+28.9pp |
| Annual return | 12.72% | 58.34%-45.6pp | 425.95%-413.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $5,173 | $1,535+237.1% | $3,674+40.8% | $2,631+96.6% |
| Participant deferral / active EE | $5,610 | $2,671+110.1% | $4,083+37.4% | $4,212+33.2% |
| Admin fee / account holder | $11,398 | $4,497+153.5% | $6,065+87.9% | $7,344+55.2% |