Filed April 9, 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.
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 | $463,718 | $78,705+489.2% | $117,854+293.5% | $70,131+561.2% |
| Participation rate | 93.3% | 73.2%+20.1pp | 79.7%+13.7pp | 69.5%+23.8pp |
| Annual return | 16.94% | 23.30%-6.4pp | 335.08%-318.1pp | 73.14%-56.2pp |
| Employer contribution / active EE | $26,647 | $2,223+1098.5% | $3,786+603.8% | $2,342+1037.6% |
| Participant deferral / active EE | $9,498 | $3,297+188.1% | $4,482+111.9% | $3,332+185.1% |
| Admin fee / account holder | $18,634 | $5,065+267.9% | $8,020+132.3% | $4,645+301.1% |