Filed June 16, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $396,880 | $94,338+320.7% | $100,534+294.8% | $142,382+178.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 11.66% | 29.20%-17.5pp | 32.66%-21.0pp | 217.08%-205.4pp |
| Employer contribution / active EE | $19,339 | $4,237+356.4% | $4,346+344.9% | $4,299+349.8% |
| Participant deferral / active EE | $18,518 | $5,934+212.1% | $6,144+201.4% | $6,507+184.6% |
| Admin fee / account holder | $23,007 | $8,421+173.2% | $7,654+200.6% | $12,624+82.3% |