Filed February 25, 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,017 | $70,083+156.9% | $59,878+200.6% | $55,725+223.0% |
| Participation rate | 87.3% | 78.4%+8.9pp | 74.7%+12.6pp | 70.9%+16.4pp |
| Annual return | -3.82% | 3.13%-6.9pp | 3.46%-7.3pp | 244.93%-248.7pp |
| Employer contribution / active EE | $3,999 | $2,878+38.9% | $2,722+46.9% | $2,078+92.4% |
| Participant deferral / active EE | $4,929 | $3,079+60.1% | $3,402+44.9% | $3,356+46.9% |
| Admin fee / account holder | $188 | $70+167.3% | $3,590-94.8% | $115+63.2% |