Filed February 16, 2026 (most recent of 5 filings on file)
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 | $269,903 | $45,863+488.5% | $77,024+250.4% | $68,494+294.1% |
| Participation rate | 97.1% | 55.9%+41.2pp | 67.9%+29.2pp | 67.9%+29.3pp |
| Annual return | -17.98% | 1.72%-19.7pp | 42.32%-60.3pp | -7.84%-10.1pp |
| Employer contribution / active EE | $7,554 | $1,650+358.0% | $2,812+168.6% | $2,596+191.0% |
| Participant deferral / active EE | $8,841 | $2,962+198.5% | $4,426+99.7% | $4,027+119.5% |
| Admin fee / account holder | $15,139 | $3,041+397.9% | $5,425+179.0% | $5,403+180.2% |