Filed January 22, 2026 (most recent of 4 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $117,259 | $94,833+23.6% | $75,696+54.9% | $86,799+35.1% |
| Participation rate | 98.1% | 79.1%+19.0pp | 74.8%+23.3pp | 72.3%+25.8pp |
| Annual return | 26.78% | 16.91%+9.9pp | 104.53%-77.7pp | 97.91%-71.1pp |
| Employer contribution / active EE | $11,183 | $2,904+285.0% | $2,743+307.7% | $2,405+364.9% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,821-100.0% | $4,131-100.0% |
| Admin fee / account holder | $67 | $109-38.7% | $3,619-98.2% | $170-60.7% |