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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,394 | $95,880+146.6% | $107,525+119.9% | $85,563+176.3% |
| Participation rate | 95.0% | 70.1%+24.8pp | 75.1%+19.9pp | 66.0%+29.0pp |
| Annual return | -10.35% | 68.06%-78.4pp | 181.32%-191.7pp | 31.51%-41.9pp |
| Employer contribution / active EE | $21,258 | $3,812+457.6% | $3,754+466.3% | $2,654+701.1% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,025-100.0% | $8,919-100.0% | $834-100.0% |