Filed September 12, 2025 (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 | $186,298 | $57,976+221.3% | $62,995+195.7% | $62,292+199.1% |
| Participation rate | 95.3% | 75.9%+19.4pp | 74.8%+20.5pp | 69.5%+25.8pp |
| Annual return | 16.03% | 17.54%-1.5pp | 87.57%-71.5pp | 28.90%-12.9pp |
| Employer contribution / active EE | $7,508 | $2,415+210.9% | $2,759+172.1% | $2,042+267.6% |
| Participant deferral / active EE | $6,585 | $2,956+122.8% | $3,329+97.8% | $3,169+107.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |