Filed March 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.
Annual investment return 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,638 | $78,953-77.7% | $113,168-84.4% | - |
| Participation rate | 0.0% | 68.2%-68.2pp | 76.6%-76.6pp | - |
| Annual return | 4.00% | 14.87%-10.9pp | 24.27%-20.3pp | - |
| Employer contribution / active EE | $0 | $2,126-100.0% | $2,975-100.0% | - |
| Participant deferral / active EE | $0 | $4,324-100.0% | $5,107-100.0% | - |
| Admin fee / account holder | $206 | $5,008-95.9% | $12,068-98.3% | - |