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 |
|---|---|---|
Service code 14 · EIN 04-2647786 | Plan Administrator | $75,715 |
11 funds of $250K or more; 29 lines in all, holding $19.0M of the plan's $19.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| FF Freedom Bld 2045 Manager not matched · Mutual fund | $3.9M | 20.7% |
| FF Freedom Bld 2040 Manager not matched · Mutual fund | $3.4M | 17.9% |
| FF Freedom Bld 2050 Manager not matched · Mutual fund | $2.4M | 12.8% |
| FF Freedom Bld 2030 Manager not matched · Mutual fund | $2.1M | 11.3% |
| FF Freedom Bld 2035 Manager not matched · Mutual fund | $2.0M | 10.6% |
| FF 500 Index Manager not matched · Mutual fund Index | $1.3M | 6.8% |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Govt Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $773K | 4.1% |
| FF Freedom Bld 2020 Manager not matched · Mutual fund | $483K | 2.5% |
| FF Freedom Bld 2055 Manager not matched · Mutual fund | $458K | 2.4% |
| FF Freedom Bld 2060 Manager not matched · Mutual fund | $271K | 1.4% |
See the other 19 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,836 | $109,881+8.1% | $150,045-20.8% | $84,808+40.1% |
| Participation rate | 88.8% | 76.1%+12.7pp | 82.3%+6.5pp | 68.3%+20.5pp |
| Annual return | 18.28% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,958 | $3,561-16.9% | $4,693-37.0% | $2,631+12.4% |
| Participant deferral / active EE | $12,446 | $6,636+87.6% | $7,997+55.6% | $4,212+195.5% |
| Admin fee / account holder | $467 | $8,568-94.5% | $13,435-96.5% | $7,344-93.6% |