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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,594 | $62,586+3.2% | $76,768-15.9% | $64,186+0.6% |
| Participation rate | 85.4% | 72.8%+12.6pp | 77.0%+8.5pp | 69.6%+15.8pp |
| Annual return | -1.65% | -1.95%+0.3pp | 2.43%-4.1pp | 7.63%-9.3pp |
| Employer contribution / active EE | $2,425 | $1,832+32.4% | $2,485-2.4% | $2,381+1.8% |
| Participant deferral / active EE | $6,795 | $3,145+116.1% | $3,852+76.4% | $3,470+95.8% |
| Admin fee / account holder | $3,491 | $4,667-25.2% | $6,675-47.7% | $4,888-28.6% |