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 | $97,432 | $42,894+127.1% | $60,874+60.1% | $68,494+42.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.56% | -13.98%-0.6pp | 16.90%-31.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $6,259 | $1,978+216.4% | $2,701+131.7% | $2,596+141.1% |
| Participant deferral / active EE | $8,193 | $2,867+185.8% | $3,817+114.7% | $4,027+103.4% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |