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 | $299,047 | $89,753+233.2% | $107,525+178.1% | $84,808+252.6% |
| Participation rate | 88.9% | 68.1%+20.8pp | 75.1%+13.8pp | 68.3%+20.6pp |
| Annual return | 14.78% | 29.48%-14.7pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $6,020 | $3,113+93.3% | $3,754+60.4% | $2,631+128.8% |
| Participant deferral / active EE | $12,647 | $4,056+211.8% | $5,116+147.2% | $4,212+200.3% |
| Admin fee / account holder | $67,021 | $7,222+828.0% | $8,919+651.5% | $7,344+812.6% |