Filed August 31, 2026
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 | $45,110 | $63,114-28.5% | $92,893-51.4% | $65,185-30.8% |
| Participation rate | 86.4% | 68.8%+17.6pp | 76.0%+10.4pp | 70.2%+16.2pp |
| Annual return | 27.59% | 28.75%-1.2pp | 109.41%-81.8pp | 29.38%-1.8pp |
| Employer contribution / active EE | $5,594 | $2,571+117.6% | $3,653+53.2% | $2,177+157.0% |
| Participant deferral / active EE | $3,108 | $3,1080% | $4,236-26.6% | $3,514-11.6% |
| Admin fee / account holder | $64 | $624-89.8% | $5,794-98.9% | $847-92.5% |