Filed January 27, 2026
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,061 | $51,769+0.6% | $57,343-9.2% | $52,331-0.5% |
| Participation rate | 99.0% | 75.2%+23.8pp | 75.1%+23.9pp | 68.1%+30.9pp |
| Annual return | 1.75% | 2.43%-0.7pp | 24.39%-22.6pp | 4.54%-2.8pp |
| Employer contribution / active EE | $829 | $2,335-64.5% | $2,689-69.2% | $1,882-55.9% |
| Participant deferral / active EE | $2,392 | $2,794-14.4% | $3,162-24.4% | $3,022-20.8% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |