Filed January 23, 2026 (most recent of 8 filings on file)
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,302 | $125,758+73.6% | $169,993+28.4% | $75,163+190.4% |
| Participation rate | 86.4% | 83.6%+2.8pp | 87.0%-0.6pp | 67.2%+19.2pp |
| Annual return | 5.34% | 27.20%-21.9pp | 53.37%-48.0pp | 160.62%-155.3pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1 | $8,173-100.0% | $12,815-100.0% | $5,651-100.0% |