Filed March 12, 2026 (most recent of 2 filings on file)
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 | $284,984 | $137,414+107.4% | $189,513+50.4% | $85,850+232.0% |
| Participation rate | 90.4% | 84.6%+5.7pp | 87.8%+2.6pp | 69.3%+21.0pp |
| Annual return | 14.73% | 38.14%-23.4pp | 555.15%-540.4pp | 318.53%-303.8pp |
| Employer contribution / active EE | $5,312 | $4,344+22.3% | $6,162-13.8% | $2,565+107.1% |
| Participant deferral / active EE | $5,225 | $6,260-16.5% | $8,221-36.4% | $3,952+32.2% |
| Admin fee / account holder | $16,061 | $8,630+86.1% | $12,045+33.3% | $6,260+156.6% |