Filed September 14, 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 3-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 | $288,931 | $125,758+129.8% | $169,993+70.0% | $75,163+284.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 20.26% | 27.20%-6.9pp | 53.37%-33.1pp | 160.62%-140.4pp |
| Employer contribution / active EE | $10,929 | $4,615+136.8% | $6,785+61.1% | $2,670+309.4% |
| Participant deferral / active EE | $17,319 | $6,837+153.3% | $10,408+66.4% | $4,125+319.8% |
| Admin fee / account holder | $21,931 | $8,173+168.3% | $12,815+71.1% | $5,651+288.1% |