Filed April 30, 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 8-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 | $246,780 | $63,114+291.0% | $92,893+165.7% | $65,185+278.6% |
| Participation rate | 98.5% | 68.8%+29.8pp | 76.0%+22.5pp | 70.2%+28.3pp |
| Annual return | 22.50% | 28.75%-6.3pp | 109.41%-86.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $15,879 | $2,571+517.7% | $3,653+334.7% | $2,177+629.5% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |