Filed November 18, 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 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.
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 | $20,855 | $93,571-77.7% | $135,903-84.7% | $75,163-72.3% |
| Participation rate | 86.5% | 75.2%+11.4pp | 81.9%+4.6pp | 67.2%+19.3pp |
| Annual return | 18.75% | 30.90%-12.2pp | 68.23%-49.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $3,587 | $3,537+1.4% | $4,856-26.1% | $2,670+34.4% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $36 | $6,975-99.5% | $10,762-99.7% | $5,651-99.4% |