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 | $98,674 | $60,795+62.3% | $69,455+42.1% | $65,185+51.4% |
| Participation rate | 98.7% | 74.9%+23.8pp | 74.6%+24.1pp | 70.2%+28.5pp |
| Annual return | 17.85% | 17.46%+0.4pp | 28.97%-11.1pp | 29.38%-11.5pp |
| Employer contribution / active EE | $5,540 | $2,452+125.9% | $2,779+99.4% | $2,177+154.5% |
| Participant deferral / active EE | $4,110 | $3,162+30.0% | $3,535+16.2% | $3,514+17.0% |
| Admin fee / account holder | $142 | $314-54.7% | $3,839-96.3% | $847-83.2% |