Filed September 2, 2026 (most recent of 3 filings on file)
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 3-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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,566 | $27,839+494.7% | $58,482+183.1% | $71,457+131.7% |
| Participation rate | 92.0% | 34.5%+57.5pp | 50.9%+41.1pp | 67.9%+24.1pp |
| Annual return | 248.95% | 26.81%+222.1pp | 4239.32%-3990.4pp | 28.85%+220.1pp |
| Employer contribution / active EE | $1,126 | $631+78.6% | $1,053+6.9% | $2,588-56.5% |
| Participant deferral / active EE | $0 | $1,206-100.0% | $1,924-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,641-100.0% | $2,516-100.0% | $1,587-100.0% |