Filed July 6, 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 | $268,686 | $109,881+144.5% | $150,045+79.1% | $84,808+216.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.43% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $7,258 | $3,561+103.8% | $4,693+54.7% | $2,631+175.9% |
| Participant deferral / active EE | $11,319 | $6,636+70.6% | $7,997+41.5% | $4,212+168.8% |
| Admin fee / account holder | $3,039 | $8,568-64.5% | $13,435-77.4% | $7,344-58.6% |