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 5-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 | $503,379 | $95,416+427.6% | $185,823+170.9% | $85,850+486.3% |
| Participation rate | 81.3% | 68.8%+12.5pp | 81.7%-0.5pp | 69.3%+11.9pp |
| Annual return | 14.10% | 23.59%-9.5pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $33,990 | $3,314+925.7% | $5,167+557.8% | $2,565+1225.1% |
| Participant deferral / active EE | $8,536 | $3,423+149.3% | $5,568+53.3% | $3,952+116.0% |
| Admin fee / account holder | $25,508 | $7,213+253.7% | $16,237+57.1% | $6,260+307.5% |