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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,451 | $61,272-35.6% | $149,673-73.6% | $71,457-44.8% |
| Participation rate | 75.9% | 62.5%+13.4pp | 78.8%-2.9pp | 67.9%+8.0pp |
| Annual return | 0.57% | 35.85%-35.3pp | 134.42%-133.8pp | 28.85%-28.3pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,171 | $2,917+77.3% | $5,680-9.0% | $4,289+20.6% |
| Admin fee / account holder | $21 | $1,261-98.4% | $13,210-99.8% | $1,587-98.7% |