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 | $48,488 | $66,601-27.2% | $92,893-47.8% | $67,579-28.3% |
| Participation rate | 97.2% | 72.5%+24.7pp | 76.0%+21.2pp | 71.3%+25.9pp |
| Annual return | 29.68% | 92.58%-62.9pp | 109.41%-79.7pp | 378.56%-348.9pp |
| Employer contribution / active EE | $4,762 | $2,775+71.6% | $3,653+30.4% | $2,148+121.7% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,794-100.0% | $142-100.0% |