Filed March 18, 2026 (most recent of 2 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 | $89,740 | $74,089+21.1% | $133,980-33.0% | $55,167+62.7% |
| Participation rate | 96.6% | 84.3%+12.4pp | 87.1%+9.6pp | 69.0%+27.7pp |
| Annual return | 10.29% | 12.11%-1.8pp | 29.30%-19.0pp | 169.23%-158.9pp |
| Employer contribution / active EE | $3,198 | $3,064+4.4% | $5,211-38.6% | $1,963+63.0% |
| Participant deferral / active EE | $4,240 | $4,678-9.4% | $6,282-32.5% | $3,054+38.8% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |