Filed August 18, 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 | $451,435 | $189,613+138.1% | $167,512+169.5% | $142,382+217.1% |
| Participation rate | 92.3% | 80.1%+12.2pp | 77.1%+15.3pp | 80.1%+12.2pp |
| Annual return | 18.14% | 2024.68%-2006.5pp | 1615.79%-1597.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $11,226 | $4,349+158.1% | $3,882+189.2% | $4,299+161.1% |
| Participant deferral / active EE | $13,456 | $6,981+92.7% | $6,405+110.1% | $6,507+106.8% |
| Admin fee / account holder | $3,865 | $10,528-63.3% | $9,769-60.4% | $12,624-69.4% |