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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,466 | $78,419-39.5% | $133,956-64.6% | $73,409-35.3% |
| Participation rate | 98.5% | 78.6%+19.9pp | 79.8%+18.7pp | 72.2%+26.3pp |
| Annual return | 29.40% | 33.35%-4.0pp | 45.09%-15.7pp | 59.29%-29.9pp |
| Employer contribution / active EE | $6,594 | $2,044+222.7% | $3,919+68.3% | $2,234+195.2% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $161-100.0% | $8,927-100.0% | $158-100.0% |