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 | $799,547 | $54,705+1361.6% | $71,209+1022.8% | $84,808+842.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.28% | 35.90%-20.6pp | 282.51%-267.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $8,452 | $2,158+291.7% | $2,721+210.6% | $2,631+221.3% |
| Participant deferral / active EE | $27,014 | $3,030+791.4% | $4,175+547.0% | $4,212+541.4% |
| Admin fee / account holder | $80,054 | $4,863+1546.0% | $5,349+1396.7% | $7,344+990.1% |