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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $108,067 | $111,608-3.2% | $177,821-39.2% | $73,409+47.2% |
| Participation rate | 97.3% | 87.9%+9.5pp | 87.7%+9.6pp | 72.2%+25.2pp |
| Annual return | 22.24% | 18.23%+4.0pp | 48.32%-26.1pp | 59.29%-37.0pp |
| Employer contribution / active EE | $1,586 | $3,796-58.2% | $5,918-73.2% | $2,234-29.0% |
| Participant deferral / active EE | $3,326 | $6,199-46.3% | $7,714-56.9% | $3,805-12.6% |
| Admin fee / account holder | $1 | $166-99.6% | $12,427-100.0% | $158-99.6% |