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 | $23,909 | $46,553-48.6% | $64,056-62.7% | $75,163-68.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.84% | 26.03%-10.2pp | 33.69%-17.8pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,699 | $1,974+87.4% | $2,747+34.7% | $2,670+38.5% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |