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 | $169,061 | $137,414+23.0% | $189,513-10.8% | $85,850+96.9% |
| Participation rate | 84.1% | 84.6%-0.5pp | 87.8%-3.7pp | 69.3%+14.8pp |
| Annual return | 15.72% | 38.14%-22.4pp | 555.15%-539.4pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,744 | $4,344-59.9% | $6,162-71.7% | $2,565-32.0% |
| Participant deferral / active EE | $5,205 | $6,260-16.9% | $8,221-36.7% | $3,952+31.7% |
| Admin fee / account holder | $8,379 | $8,630-2.9% | $12,045-30.4% | $6,260+33.9% |