Filed February 13, 2026
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,400 | $74,888+262.4% | $71,209+281.1% | $142,382+90.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.54% | 345.14%-324.6pp | 282.51%-262.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $10,299 | $2,854+260.8% | $2,721+278.5% | $4,299+139.6% |
| Participant deferral / active EE | $2,290 | $4,454-48.6% | $4,175-45.1% | $6,507-64.8% |
| Admin fee / account holder | $64 | $5,568-98.9% | $5,349-98.8% | $12,624-99.5% |