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.
17 funds of $250K or more; 28 lines in all, holding $23.6M of the plan's $23.6M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| JP Morgan Smartret 2035 I JPMorgan · Other | $4.1M | 17.5% |
| JP Morgan Smartret 2030 I JPMorgan · Other | $2.6M | 11.1% |
| Fidelity Contra Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.4M | 10.0% |
| JP Morgan Smartret 2040 I JPMorgan · Other | $2.3M | 9.8% |
| JP Morgan Smartret 2025 I JPMorgan · Other | $1.9M | 8.2% |
| Common Collective Trust Federated Capital Federated Hermes · Collective trust | $1.9M | 8.0% |
| JP Morgan Smartret 2050 I JPMorgan · Other | $1.5M | 6.4% |
| Fidelity Index Fund - Premium Class Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 5.2% |
| JP Morgan Smartret 2045 I JPMorgan · Other | $837K | 3.5% |
| JP Morgan Smartret Incm I JPMorgan · Other | $716K | 3.0% |
See the other 18 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.
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 | $291,091 | $100,326+190.1% | $180,183+61.6% | $84,808+243.2% |
| Participation rate | 90.9% | 71.0%+19.9pp | 77.4%+13.5pp | 68.3%+22.6pp |
| Annual return | 15.61% | 17.86%-2.2pp | 27.86%-12.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $8,431 | $3,269+157.9% | $5,039+67.3% | $2,631+220.4% |
| Participant deferral / active EE | $12,658 | $5,066+149.9% | $6,822+85.5% | $4,212+200.6% |
| Admin fee / account holder | $28,459 | $9,674+194.2% | $19,975+42.5% | $7,344+287.5% |