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 | $15,433 | $91,418-83.1% | $87,100-82.3% | - |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.9%-76.9pp | - |
| Annual return | 2.02% | 14.06%-12.0pp | 28.19%-26.2pp | - |
| Employer contribution / active EE | $0 | $2,156-100.0% | $2,521-100.0% | - |
| Participant deferral / active EE | $0 | $3,251-100.0% | $4,049-100.0% | - |
| Admin fee / account holder | $51 | $8,929-99.4% | $7,497-99.3% | - |