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 | $64,498 | $60,795+6.1% | $69,455-7.1% | $65,185-1.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 18.63% | 17.46%+1.2pp | 28.97%-10.3pp | 29.38%-10.8pp |
| Employer contribution / active EE | $1,280 | $2,452-47.8% | $2,779-54.0% | $2,177-41.2% |
| Participant deferral / active EE | $3,994 | $3,162+26.3% | $3,535+13.0% | $3,514+13.7% |
| Admin fee / account holder | $158 | $314-49.6% | $3,839-95.9% | $847-81.3% |