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 | $337,116 | $49,922+575.3% | $80,569+318.4% | $75,163+348.5% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 19.80% | 34.69%-14.9pp | 935.43%-915.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $8,785 | $1,698+417.3% | $2,723+222.6% | $2,670+229.0% |
| Participant deferral / active EE | $9,963 | $2,990+233.2% | $4,447+124.0% | $4,125+141.5% |
| Admin fee / account holder | $10,023 | $3,577+180.2% | $5,377+86.4% | $5,651+77.4% |