Filed September 15, 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,844 | $56,443-33.0% | $83,848-54.9% | $55,725-32.1% |
| Participation rate | 93.0% | 72.0%+21.0pp | 76.1%+16.8pp | 70.9%+22.1pp |
| Annual return | 26.53% | 393.67%-367.1pp | 850.88%-824.3pp | 244.93%-218.4pp |
| Employer contribution / active EE | $4,147 | $2,682+54.6% | $3,631+14.2% | $2,078+99.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |