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 | $494,813 | $77,899+535.2% | $149,673+230.6% | $75,163+558.3% |
| Participation rate | 87.3% | 65.6%+21.7pp | 78.8%+8.6pp | 67.2%+20.1pp |
| Annual return | 14.72% | 31.72%-17.0pp | 134.42%-119.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $35,382 | $3,137+1027.8% | $4,818+634.4% | $2,670+1225.3% |
| Participant deferral / active EE | $10,108 | $3,411+196.3% | $5,680+78.0% | $4,125+145.0% |
| Admin fee / account holder | $48,862 | $5,956+720.3% | $13,210+269.9% | $5,651+764.7% |