Filed November 17, 2025
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 | $40,387 | $67,166-39.9% | $57,343-29.6% | $55,191-26.8% |
| Participation rate | 97.5% | 77.7%+19.8pp | 75.1%+22.4pp | 69.2%+28.4pp |
| Annual return | 3.08% | 4.22%-1.1pp | 24.39%-21.3pp | 10.78%-7.7pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,192 | $2,835+12.6% | $3,162+0.9% | $3,046+4.8% |
| Admin fee / account holder | $79 | $44+81.4% | $3,356-97.6% | $91-13.0% |