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 | $30,998 | $47,977-35.4% | $154,107-79.9% | $56,287-44.9% |
| Participation rate | 79.3% | 66.2%+13.1pp | 83.0%-3.8pp | 69.9%+9.4pp |
| Annual return | 11.71% | 3.54%+8.2pp | 735.12%-723.4pp | -9.96%+21.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,053 | $2,392+27.6% | $5,081-39.9% | $3,350-8.9% |
| Admin fee / account holder | $23 | $438-94.7% | $13,411-99.8% | $521-95.6% |