Filed July 7, 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 | $140,917 | $57,976+143.1% | $62,995+123.7% | $62,292+126.2% |
| Participation rate | 98.6% | 75.9%+22.7pp | 74.8%+23.8pp | 69.5%+29.1pp |
| Annual return | 50.70% | 17.54%+33.2pp | 87.57%-36.9pp | 28.90%+21.8pp |
| Employer contribution / active EE | $7,461 | $2,415+209.0% | $2,759+170.4% | $2,042+265.3% |
| Participant deferral / active EE | $4,846 | $2,956+64.0% | $3,329+45.6% | $3,169+52.9% |
| Admin fee / account holder | $39 | $276-85.9% | $3,600-98.9% | $479-91.9% |