Filed June 18, 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 | $246,164 | $89,753+174.3% | $107,525+128.9% | $84,808+190.3% |
| Participation rate | 93.1% | 68.1%+25.0pp | 75.1%+18.0pp | 68.3%+24.8pp |
| Annual return | 16.69% | 29.48%-12.8pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,795 | $3,113-10.2% | $3,754-25.5% | $2,631+6.2% |
| Participant deferral / active EE | $11,476 | $4,056+182.9% | $5,116+124.3% | $4,212+172.5% |
| Admin fee / account holder | $8,787 | $7,222+21.7% | $8,919-1.5% | $7,344+19.7% |