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 | $866,128 | $81,248+966.0% | $155,509+457.0% | $80,856+971.2% |
| Participation rate | 89.2% | 66.2%+22.9pp | 78.2%+11.0pp | 67.6%+21.5pp |
| Annual return | 11.69% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,229 | $3,100-28.1% | $4,672-52.3% | $2,755-19.1% |
| Participant deferral / active EE | $12,164 | $3,452+252.4% | $5,626+116.2% | $4,296+183.2% |
| Admin fee / account holder | $88,898 | $7,997+1011.6% | $15,912+458.7% | $6,918+1185.0% |