Filed June 9, 2026 (most recent of 8 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.
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 | $79,123 | $81,537-3.0% | $149,718-47.2% | $69,631+13.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 19.05% | 22.79%-3.7pp | 1501.63%-1482.6pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $2,453 | $3,239-24.3% | $5,445-54.9% | $2,032+20.7% |
| Participant deferral / active EE | $3,008 | $4,994-39.8% | $6,569-54.2% | $3,224-6.7% |
| Admin fee / account holder | $0 | $107-99.9% | $11,283-100.0% | $110-99.9% |