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 | $112,158 | $46,553+140.9% | $64,056+75.1% | $75,163+49.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.71% | 26.03%-9.3pp | 33.69%-17.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $6,944 | $1,974+251.8% | $2,747+152.8% | $2,670+160.1% |
| Participant deferral / active EE | $9,811 | $2,837+245.9% | $3,880+152.8% | $4,125+137.8% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |