Filed December 24, 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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,949 | $62,267-56.7% | $110,238-75.6% | $55,725-51.6% |
| Participation rate | 97.9% | 78.1%+19.8pp | 79.8%+18.1pp | 70.9%+27.1pp |
| Annual return | 116.47% | -1.07%+117.5pp | 314.74%-198.3pp | 244.93%-128.5pp |
| Employer contribution / active EE | $7,777 | $1,941+300.6% | $3,826+103.2% | $2,078+274.2% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $121-100.0% | $8,547-100.0% | $115-100.0% |