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 | $74,212 | $80,005-7.2% | $140,016-47.0% | $55,725+33.2% |
| Participation rate | 98.5% | 87.0%+11.5pp | 87.5%+11.0pp | 70.9%+27.6pp |
| Annual return | -5.07% | 0.46%-5.5pp | 651.12%-656.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $2,010 | $3,403-40.9% | $5,606-64.1% | $2,078-3.3% |
| Participant deferral / active EE | $3,218 | $5,264-38.9% | $6,927-53.5% | $3,356-4.1% |
| Admin fee / account holder | $0 | $116-99.9% | $10,705-100.0% | $115-99.9% |