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 | $90,589 | $57,976+56.3% | $62,995+43.8% | $62,292+45.4% |
| Participation rate | 91.7% | 75.9%+15.8pp | 74.8%+16.9pp | 69.5%+22.2pp |
| Annual return | 14.02% | 17.54%-3.5pp | 87.57%-73.5pp | 28.90%-14.9pp |
| Employer contribution / active EE | $4,965 | $2,415+105.6% | $2,759+80.0% | $2,042+143.1% |
| Participant deferral / active EE | $3,895 | $2,956+31.8% | $3,329+17.0% | $3,169+22.9% |
| Admin fee / account holder | $112 | $276-59.5% | $3,600-96.9% | $479-76.7% |