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.
Participant 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 | $125,448 | $100,801+24.5% | $149,696-16.2% | $73,409+70.9% |
| Participation rate | 97.0% | 77.7%+19.3pp | 82.5%+14.5pp | 72.2%+24.8pp |
| Annual return | 42.39% | 265.34%-222.9pp | 276.60%-234.2pp | 59.29%-16.9pp |
| Employer contribution / active EE | $2,631 | $3,312-20.5% | $4,644-43.3% | $2,234+17.8% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |