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 | $1,036,017 | $77,899+1229.9% | $149,673+592.2% | $75,163+1278.4% |
| Participation rate | 90.4% | 65.6%+24.8pp | 78.8%+11.6pp | 67.2%+23.2pp |
| Annual return | 14.51% | 31.72%-17.2pp | 134.42%-119.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $27,301 | $3,137+770.2% | $4,818+466.7% | $2,670+922.6% |
| Participant deferral / active EE | $12,244 | $3,411+259.0% | $5,680+115.6% | $4,125+196.8% |
| Admin fee / account holder | $33,654 | $5,956+465.0% | $13,210+154.8% | $5,651+495.5% |