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.
Annual investment return 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 | $161,605 | $34,934+362.6% | $56,411+186.5% | $74,495+116.9% |
| Participation rate | 87.4% | 32.8%+54.6pp | 52.5%+34.9pp | 67.2%+20.2pp |
| Annual return | 5.71% | 25.94%-20.2pp | 1701.33%-1695.6pp | 1364.94%-1359.2pp |
| Employer contribution / active EE | $1,137 | $609+86.7% | $1,039+9.5% | $2,623-56.7% |
| Participant deferral / active EE | $0 | $1,170-100.0% | $1,952-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,364-100.0% | $2,829-100.0% | $1,942-100.0% |