Filed June 9, 2025
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 | $143,867 | $56,095+156.5% | $178,490-19.4% | $90,288+59.3% |
| Participation rate | 74.6% | 65.6%+9.1pp | 81.9%-7.3pp | 73.4%+1.3pp |
| Annual return | 19.79% | 28.81%-9.0pp | 151.07%-131.3pp | 53.97%-34.2pp |
| Employer contribution / active EE | $514 | $1,572-67.3% | $5,011-89.7% | $2,524-79.6% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $13,984-100.0% | $114-100.0% |