Filed December 4, 2025 (most recent of 4 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,774 | $102,553-42.7% | $151,611-61.2% | $66,914-12.2% |
| Participation rate | 97.6% | 85.5%+12.1pp | 87.5%+10.1pp | 69.8%+27.8pp |
| Annual return | -14.75% | -10.82%-3.9pp | 3.33%-18.1pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,394 | $4,180-42.7% | $6,166-61.2% | $2,544-5.9% |
| Participant deferral / active EE | $4,294 | $6,641-35.3% | $8,363-48.7% | $4,237+1.4% |
| Admin fee / account holder | $5 | $630-99.2% | $11,616-100.0% | $593-99.2% |