Filed September 9, 2025
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 9-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 | $27,552 | $55,453-50.3% | $170,442-83.8% | $62,292-55.8% |
| Participation rate | 75.6% | 66.4%+9.3pp | 83.6%-8.0pp | 69.5%+6.1pp |
| Annual return | 14.65% | 21.38%-6.7pp | 205.93%-191.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,685 | $2,303+16.6% | $4,939-45.6% | $3,169-15.3% |
| Admin fee / account holder | $25 | $455-94.6% | $13,880-99.8% | $479-94.8% |