Filed April 29, 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.
Employer contribution per participant 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 | $89,139 | $80,177+11.2% | $123,892-28.1% | $57,658+54.6% |
| Participation rate | 98.1% | 74.4%+23.7pp | 81.4%+16.7pp | 70.2%+27.9pp |
| Annual return | 29.26% | 17.90%+11.4pp | 47.52%-18.3pp | 5.13%+24.1pp |
| Employer contribution / active EE | $168 | $2,913-94.2% | $4,617-96.4% | $1,974-91.5% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |