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 | $168,233 | $55,002+205.9% | $59,878+181.0% | $56,287+198.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -2.62% | 1.13%-3.8pp | 3.46%-6.1pp | -9.96%+7.3pp |
| Employer contribution / active EE | $7,519 | $2,448+207.2% | $2,722+176.3% | $2,111+256.2% |
| Participant deferral / active EE | $6,437 | $3,121+106.2% | $3,402+89.2% | $3,350+92.2% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |