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 | $16,960 | $75,923-77.7% | $102,423-83.4% | - |
| Participation rate | 0.0% | 71.4%-71.4pp | 76.5%-76.5pp | - |
| Annual return | 4.58% | 15.12%-10.5pp | 29.32%-24.7pp | - |
| Employer contribution / active EE | $0 | $2,206-100.0% | $3,023-100.0% | - |
| Participant deferral / active EE | $0 | $4,258-100.0% | $5,053-100.0% | - |
| Admin fee / account holder | $164 | $11,449-98.6% | $9,451-98.3% | - |