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.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.8 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $28,676 |
14 funds of $250K or more; 22 lines in all, holding $11.1M of the plan's $11.1M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: American Funds Target Date, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $5.5M | 49.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $898K | 8.1% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 1 vintage | $820K | 7.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $708K | 6.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $688K | 6.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $339K | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $300K | 2.7% |
| Vanguard Emerging Markets Stock Index Fund Vanguard · Mutual fund Index | $247K | 2.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $246K | 2.2% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $240K | 2.2% |
See the other 12 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,361 | $87,870-17.6% | $113,168-36.1% | $74,304-2.6% |
| Participation rate | 82.6% | 70.7%+11.8pp | 76.6%+6.0pp | 60.3%+22.2pp |
| Annual return | 18.46% | 26.44%-8.0pp | 24.27%-5.8pp | 29.43%-11.0pp |
| Employer contribution / active EE | $3,268 | $2,277+43.5% | $2,975+9.8% | $2,241+45.8% |
| Participant deferral / active EE | $5,573 | $4,241+31.4% | $5,107+9.1% | $3,767+47.9% |
| Admin fee / account holder | $198 | $3,368-94.1% | $12,068-98.4% | $2,969-93.3% |