Filed March 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,814 | $65,409+291.1% | $98,442+159.9% | $85,850+198.0% |
| Participation rate | 97.3% | 65.0%+32.3pp | 73.3%+24.0pp | 69.3%+28.0pp |
| Annual return | 39.30% | 21.76%+17.5pp | 1492.73%-1453.4pp | 318.53%-279.2pp |
| Employer contribution / active EE | $19,371 | $2,168+793.6% | $2,960+554.5% | $2,565+655.2% |
| Participant deferral / active EE | $14,568 | $3,166+360.1% | $4,276+240.7% | $3,952+268.6% |
| Admin fee / account holder | $65 | $4,593-98.6% | $5,949-98.9% | $6,260-99.0% |