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 | $84,434 | $45,551+85.4% | $59,878+41.0% | - |
| Participation rate | 91.6% | 69.1%+22.5pp | 74.7%+16.9pp | - |
| Annual return | -3.87% | 11.07%-14.9pp | 3.46%-7.3pp | - |
| Employer contribution / active EE | $5,010 | $2,465+103.2% | $2,722+84.1% | - |
| Participant deferral / active EE | $3,965 | $2,507+58.1% | $3,402+16.6% | - |
| Admin fee / account holder | $68 | $6,446-98.9% | $3,590-98.1% | - |