Filed July 1, 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 | $78,898 | $67,166+17.5% | $57,343+37.6% | $55,191+43.0% |
| Participation rate | 91.2% | 77.7%+13.5pp | 75.1%+16.1pp | 69.2%+22.0pp |
| Annual return | 2.24% | 4.22%-2.0pp | 24.39%-22.2pp | 10.78%-8.5pp |
| Employer contribution / active EE | $4,200 | $2,812+49.3% | $2,689+56.2% | $1,899+121.2% |
| Participant deferral / active EE | $3,066 | $2,835+8.1% | $3,162-3.1% | $3,046+0.6% |
| Admin fee / account holder | $66 | $44+51.5% | $3,356-98.0% | $91-27.3% |