Filed January 19, 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 | $743,430 | $58,208+1177.2% | $81,812+808.7% | $80,856+819.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 14.65% | 41.66%-27.0pp | 773.79%-759.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $7,603 | $2,340+224.9% | $2,912+161.1% | $2,755+176.0% |
| Participant deferral / active EE | $24,923 | $3,281+659.7% | $4,319+477.1% | $4,296+480.2% |
| Admin fee / account holder | $29,717 | $4,981+496.6% | $7,386+302.3% | $6,918+329.6% |