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 | $193,552 | $60,795+218.4% | $69,455+178.7% | $65,185+196.9% |
| Participation rate | 98.0% | 74.9%+23.1pp | 74.6%+23.4pp | 70.2%+27.8pp |
| Annual return | 20.46% | 17.46%+3.0pp | 28.97%-8.5pp | 29.38%-8.9pp |
| Employer contribution / active EE | $6,775 | $2,452+176.3% | $2,779+143.8% | $2,177+211.3% |
| Participant deferral / active EE | $5,954 | $3,162+88.3% | $3,535+68.4% | $3,514+69.5% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |