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 | $32,194 | $58,879-45.3% | $178,490-82.0% | $73,488-56.2% |
| Participation rate | 74.1% | 66.2%+7.9pp | 81.9%-7.8pp | 70.7%+3.4pp |
| Annual return | 8.19% | 24.86%-16.7pp | 151.07%-142.9pp | 28.51%-20.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,462 | $2,567+34.8% | $5,202-33.4% | $3,740-7.4% |
| Admin fee / account holder | $21 | $400-94.7% | $13,984-99.8% | $513-95.9% |