Filed January 6, 2026
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 10-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 | $160,422 | $80,753+98.7% | $136,294+17.7% | $62,292+157.5% |
| Participation rate | 88.5% | 73.5%+15.0pp | 81.9%+6.6pp | 69.5%+19.0pp |
| Annual return | 13.67% | 35.83%-22.2pp | 5155.94%-5142.3pp | 28.90%-15.2pp |
| Employer contribution / active EE | $3,979 | $2,884+38.0% | $4,695-15.3% | $2,042+94.8% |
| Participant deferral / active EE | $7,445 | $5,164+44.2% | $6,247+19.2% | $3,169+134.9% |
| Admin fee / account holder | $22 | $525-95.8% | $9,243-99.8% | $479-95.4% |