Filed May 21, 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 | $279,884 | $148,978+87.9% | $200,582+39.5% | $84,808+230.0% |
| Participation rate | 96.4% | 84.2%+12.2pp | 86.9%+9.5pp | 68.3%+28.1pp |
| Annual return | 24.74% | 28.16%-3.4pp | 42.33%-17.6pp | 40.90%-16.2pp |
| Employer contribution / active EE | $7,263 | $4,815+50.8% | $6,419+13.1% | $2,631+176.0% |
| Participant deferral / active EE | $11,535 | $7,142+61.5% | $9,331+23.6% | $4,212+173.9% |
| Admin fee / account holder | $7,472 | $13,977-46.5% | $16,305-54.2% | $7,344+1.7% |