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 | $91,528 | $88,515+3.4% | $162,163-43.6% | $67,579+35.4% |
| Participation rate | 97.1% | 86.8%+10.3pp | 87.6%+9.6pp | 71.3%+25.9pp |
| Annual return | 23.47% | 27.04%-3.6pp | 115.59%-92.1pp | 378.56%-355.1pp |
| Employer contribution / active EE | $2,051 | $3,563-42.5% | $5,614-63.5% | $2,148-4.5% |
| Participant deferral / active EE | $3,328 | $5,724-41.9% | $7,298-54.4% | $3,539-6.0% |
| Admin fee / account holder | $0 | $124-99.7% | $10,843-100.0% | $142-99.7% |