Filed January 30, 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 | $138,591 | $72,277+91.7% | $101,248+36.9% | $79,858+73.5% |
| Participation rate | 71.4% | 68.5%+3.0pp | 75.8%-4.4pp | 69.6%+1.8pp |
| Annual return | 2.45% | 22.30%-19.8pp | 46.47%-44.0pp | 31.71%-29.3pp |
| Employer contribution / active EE | $2,580 | $2,692-4.1% | $3,660-29.5% | $2,471+4.4% |
| Participant deferral / active EE | $5,914 | $3,282+80.2% | $4,370+35.3% | $3,740+58.1% |
| Admin fee / account holder | $11,956 | $4,400+171.7% | $5,945+101.1% | $5,306+125.3% |