Filed October 14, 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 | $76,081 | $43,423+75.2% | $78,689-3.3% | $55,167+37.9% |
| Participation rate | 99.3% | 68.0%+31.3pp | 73.6%+25.7pp | 69.0%+30.3pp |
| Annual return | 7.03% | 11.53%-4.5pp | 62.18%-55.1pp | 169.23%-162.2pp |
| Employer contribution / active EE | $5,026 | $1,997+151.7% | $2,851+76.3% | $1,963+156.1% |
| Participant deferral / active EE | $4,828 | $2,509+92.4% | $3,517+37.3% | $3,054+58.1% |
| Admin fee / account holder | $49 | $416-88.3% | $4,510-98.9% | $504-90.3% |