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 | $120,204 | $82,202+46.2% | $125,339-4.1% | $64,808+85.5% |
| Participation rate | 97.7% | 77.9%+19.8pp | 82.4%+15.3pp | 71.5%+26.2pp |
| Annual return | 11.10% | 3.48%+7.6pp | 572.05%-561.0pp | 32.82%-21.7pp |
| Employer contribution / active EE | $642 | $3,615-82.2% | $4,814-86.7% | $2,506-74.4% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |