Filed July 10, 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 | $119,354 | $148,978-19.9% | $200,582-40.5% | $84,808+40.7% |
| Participation rate | 72.2% | 84.2%-12.1pp | 86.9%-14.7pp | 68.3%+3.8pp |
| Annual return | 18.49% | 28.16%-9.7pp | 42.33%-23.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,076 | $4,815-56.9% | $6,419-67.7% | $2,631-21.1% |
| Participant deferral / active EE | $3,652 | $7,142-48.9% | $9,331-60.9% | $4,212-13.3% |
| Admin fee / account holder | $11,848 | $13,977-15.2% | $16,305-27.3% | $7,344+61.3% |