Filed August 26, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $427,955 | $74,888+471.5% | $71,209+501.0% | $142,382+200.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.01% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $12,366 | $2,854+333.2% | $2,721+354.5% | $4,299+187.6% |
| Participant deferral / active EE | $11,234 | $4,454+152.2% | $4,175+169.1% | $6,507+72.6% |
| Admin fee / account holder | $1,017 | $5,568-81.7% | $5,349-81.0% | $12,624-91.9% |