Filed June 9, 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.
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 | $299,012 | $78,672+280.1% | $109,143+174.0% | $85,850+248.3% |
| Participation rate | 84.0% | 68.3%+15.7pp | 75.9%+8.1pp | 69.3%+14.7pp |
| Annual return | 13.20% | 25.09%-11.9pp | 25.75%-12.6pp | 318.53%-305.3pp |
| Employer contribution / active EE | $4,492 | $2,735+64.2% | $3,722+20.7% | $2,565+75.1% |
| Participant deferral / active EE | $9,418 | $3,467+171.6% | $4,653+102.4% | $3,952+138.3% |
| Admin fee / account holder | $21,042 | $5,469+284.7% | $6,752+211.6% | $6,260+236.1% |