Filed September 12, 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.
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 | $22,436 | $53,822-58.3% | $75,696-70.4% | $85,850-73.9% |
| Participation rate | 98.7% | 69.1%+29.7pp | 74.8%+23.9pp | 69.3%+29.4pp |
| Annual return | 13.63% | 24.54%-10.9pp | 104.53%-90.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $3,402 | $2,017+68.7% | $2,743+24.1% | $2,565+32.6% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |