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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,029 | $69,362+306.6% | $101,248+178.6% | $73,488+283.8% |
| Participation rate | 99.4% | 68.4%+31.0pp | 75.8%+23.6pp | 70.7%+28.7pp |
| Annual return | 32.48% | 18.46%+14.0pp | 46.47%-14.0pp | 28.51%+4.0pp |
| Employer contribution / active EE | $21,490 | $2,628+717.6% | $3,660+487.2% | $2,270+846.7% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |