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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,362 | $52,953-46.4% | $172,739-83.6% | $65,185-56.5% |
| Participation rate | 72.8% | 66.2%+6.7pp | 82.6%-9.8pp | 70.2%+2.6pp |
| Annual return | -0.20% | 30.12%-30.3pp | 802.84%-803.0pp | 29.38%-29.6pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,808 | $2,471+13.7% | $5,198-46.0% | $3,514-20.1% |
| Admin fee / account holder | $20 | $472-95.7% | $13,954-99.9% | $847-97.6% |