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 | $285,058 | $81,460+249.9% | $103,333+175.9% | $80,856+252.5% |
| Participation rate | 85.5% | 66.8%+18.6pp | 74.5%+11.0pp | 67.6%+17.8pp |
| Annual return | 14.18% | 25.55%-11.4pp | 24.88%-10.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $4,782 | $3,105+54.0% | $3,868+23.6% | $2,755+73.6% |
| Participant deferral / active EE | $10,095 | $3,869+161.0% | $5,057+99.6% | $4,296+135.0% |
| Admin fee / account holder | $49,935 | $6,566+660.5% | $8,355+497.7% | $6,918+621.8% |