Filed February 11, 2026 (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 | $30,869 | $46,732-33.9% | $156,549-80.3% | $55,167-44.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 5.54% | 17.72%-12.2pp | 32.23%-26.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,477 | $2,105-29.8% | $5,501-73.1% | $1,963-24.7% |
| Participant deferral / active EE | $2,576 | $2,204+16.9% | $4,871-47.1% | $3,054-15.7% |
| Admin fee / account holder | $2 | $418-99.5% | $13,027-100.0% | $504-99.5% |