Filed July 20, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,144 | $49,227+121.7% | $70,449+54.9% | $79,858+36.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.44% | 30.06%-14.6pp | 109.03%-93.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $5,456 | $2,099+159.9% | $2,737+99.4% | $2,471+120.8% |
| Participant deferral / active EE | $7,008 | $2,768+153.2% | $3,709+89.0% | $3,740+87.4% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |