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.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,610 |
BARON1 year Filed as: BARON FUNDS Service code 28 767 FIFTH AVENUE · NEW YORK, NY 10153 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 94-1441976 | Investment Management | $0 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR1 year Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
10 funds of $250K or more; 17 lines in all, holding $7.8M of the plan's $8.2M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 12 vintages | $3.1M | 39.2% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $1.3M | 16.2% |
| PIMCO Rae Fundamental US Small Instl PIMCO (Allianz) · Mutual fund | $898K | 11.5% |
| Columbia Dividend Inc Instl3 Ameriprise (Columbia Threadneedle) · Mutual fund | $484K | 6.2% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $457K | 5.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $421K | 5.4% |
| T. Rowe Price Government Money Fund, Inc. T. Rowe Price Government Money Fund- I Class T. Rowe Price · Mutual fund | $418K | 5.4% |
| Trp Integr US Small Cap GR EQ FD I CL T. Rowe Price · Mutual fund | $232K | 3.0% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $181K | 2.3% |
| Baron Growth Fund - Institutional Shares Manager not matched · Mutual fund | $121K | 1.6% |
See the other 7 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,093 | $87,870-27.1% | $113,168-43.4% | $74,304-13.7% |
| Participation rate | 91.2% | 70.7%+20.4pp | 76.6%+14.6pp | 60.3%+30.8pp |
| Annual return | 14.92% | 26.44%-11.5pp | 24.27%-9.3pp | 29.43%-14.5pp |
| Employer contribution / active EE | $2,442 | $2,277+7.3% | $2,975-17.9% | $2,241+9.0% |
| Participant deferral / active EE | $4,385 | $4,241+3.4% | $5,107-14.1% | $3,767+16.4% |
| Admin fee / account holder | $17 | $3,368-99.5% | $12,068-99.9% | $2,969-99.4% |