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 | $426,383 | $60,022+610.4% | $88,946+379.4% | $84,808+402.8% |
| Participation rate | 91.4% | 57.8%+33.6pp | 68.8%+22.6pp | 68.3%+23.1pp |
| Annual return | 16.35% | 22.43%-6.1pp | 57.82%-41.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $8,251 | $1,703+384.6% | $2,555+222.9% | $2,631+213.6% |
| Participant deferral / active EE | $8,986 | $3,114+188.6% | $4,581+96.1% | $4,212+113.4% |
| Admin fee / account holder | $10,332 | $4,811+114.7% | $8,261+25.1% | $7,344+40.7% |