Filed August 24, 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 | $1,217,369 | $95,416+1175.9% | $185,823+555.1% | $85,850+1318.0% |
| Participation rate | 91.4% | 68.8%+22.7pp | 81.7%+9.7pp | 69.3%+22.1pp |
| Annual return | 21.90% | 23.59%-1.7pp | 122.05%-100.1pp | 318.53%-296.6pp |
| Employer contribution / active EE | $47,314 | $3,314+1327.8% | $5,167+815.6% | $2,565+1744.5% |
| Participant deferral / active EE | $11,707 | $3,423+242.0% | $5,568+110.3% | $3,952+196.2% |
| Admin fee / account holder | $201,493 | $7,213+2693.6% | $16,237+1140.9% | $6,260+3118.8% |