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 | $119,248 | $106,236+12.2% | $112,228+6.3% | $64,808+84.0% |
| Participation rate | 93.2% | 71.7%+21.5pp | 75.1%+18.1pp | 71.5%+21.7pp |
| Annual return | 36.58% | -6.02%+42.6pp | 27.45%+9.1pp | 32.82%+3.8pp |
| Employer contribution / active EE | $5,675 | $3,166+79.2% | $3,635+56.1% | $2,506+126.5% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |