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 | $390,018 | $57,016+584.0% | $84,966+359.0% | $80,856+382.4% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 16.28% | 21.66%-5.4pp | 66.38%-50.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $8,650 | $1,798+381.2% | $2,727+217.2% | $2,755+214.0% |
| Participant deferral / active EE | $9,839 | $3,110+216.4% | $4,519+117.7% | $4,296+129.0% |
| Admin fee / account holder | $28,063 | $4,980+463.5% | $6,149+356.4% | $6,918+305.7% |