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 | $127,488 | $95,274+33.8% | $135,903-6.2% | $74,419+71.3% |
| Participation rate | 97.0% | 78.2%+18.9pp | 81.9%+15.1pp | 70.7%+26.3pp |
| Annual return | 28.75% | 32.77%-4.0pp | 68.23%-39.5pp | 34.38%-5.6pp |
| Employer contribution / active EE | $114 | $3,874-97.1% | $4,856-97.7% | $2,637-95.7% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |