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.
7 funds of $250K or more; 16 lines in all, holding $4.0M of the plan's $4.3M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares Core S&P 500 ETF BlackRock · ETF Index | $913K | 22.8% |
| Dimensional International Core Equity Market ETF Dimensional · ETF Index | $611K | 15.3% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market | $360K | 9.0% |
| Invesco BulletShares 2028 Corporate Bond ETF Invesco · ETF Index | $348K | 8.7% |
| Invesco BulletShares 2029 Corporate Bond ETF Invesco · ETF Index | $348K | 8.7% |
| Invesco BulletShares 2030 Corporate Bond ETF Invesco · ETF Index | $348K | 8.7% |
| Invesco BulletShares 2027 Corporate Bond ETF Invesco · ETF Index | $348K | 8.7% |
| iShares 0-1 Year Treasury Bond ETF BlackRock · ETF Index | $161K | 4.0% |
| iShares Russell Mid-Cap ETF BlackRock · ETF Index | $155K | 3.9% |
| iShares Russell Mid-Cap Value ETF BlackRock · ETF Index | $96K | 2.4% |
See the other 6 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,726 | $69,454-64.4% | $180,183-86.3% | $74,304-66.7% |
| Participation rate | 98.3% | 61.8%+36.5pp | 77.4%+20.9pp | 60.3%+37.9pp |
| Annual return | 9.03% | 25.86%-16.8pp | 27.86%-18.8pp | 29.43%-20.4pp |
| Employer contribution / active EE | $1,581 | $3,155-49.9% | $5,039-68.6% | $2,241-29.4% |
| Participant deferral / active EE | $0 | $4,662-100.0% | $6,822-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,036-100.0% | $19,975-100.0% | $2,969-100.0% |