Filed August 19, 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 | $455,526 | $81,248+460.7% | $155,509+192.9% | $80,856+463.4% |
| Participation rate | 94.6% | 66.2%+28.4pp | 78.2%+16.4pp | 67.6%+27.0pp |
| Annual return | 52.92% | 33.31%+19.6pp | 64.67%-11.7pp | 35.59%+17.3pp |
| Employer contribution / active EE | $30,908 | $3,100+896.9% | $4,672+561.5% | $2,755+1022.0% |
| Participant deferral / active EE | $23,373 | $3,452+577.2% | $5,626+315.4% | $4,296+444.1% |
| Admin fee / account holder | $45,745 | $7,997+472.0% | $15,912+187.5% | $6,918+561.2% |