Filed September 15, 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 | $64,216 | $52,467+22.4% | $57,179+12.3% | $55,167+16.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 5.99% | 7.72%-1.7pp | 14.59%-8.6pp | 169.23%-163.2pp |
| Employer contribution / active EE | $6,831 | $2,477+175.7% | $2,682+154.7% | $1,963+248.1% |
| Participant deferral / active EE | $4,600 | $2,830+62.5% | $3,096+48.6% | $3,054+50.6% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |