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.
Annual investment return 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 | $64,236 | $89,436-28.2% | $164,813-61.0% | $77,643-17.3% |
| Participation rate | 98.7% | 78.6%+20.1pp | 78.6%+20.1pp | 70.6%+28.1pp |
| Annual return | 0.45% | 28.83%-28.4pp | 69.93%-69.5pp | 31.24%-30.8pp |
| Employer contribution / active EE | $2,870 | $2,569+11.7% | $4,341-33.9% | $2,726+5.3% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $339-100.0% | $12,690-100.0% | $430-100.0% |