Filed November 26, 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 1 actuary disclosure. $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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $7,193,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 0.00% | 13.18%-13.2pp | 78.53%-78.5pp | 13.18%-13.2pp |
| Employer contribution / active EE | $7,329 | $8,469-13.5% | $31,628-76.8% | $8,469-13.5% |
| Participant deferral / active EE | $0 | $322-100.0% | $101-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | - |