Filed June 26, 2025 (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 9-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 | $29,544 | $45,382-34.9% | $154,107-80.8% | $75,289-60.8% |
| Participation rate | 77.4% | 65.9%+11.5pp | 83.0%-5.7pp | 72.4%+5.0pp |
| Annual return | 8.65% | -0.47%+9.1pp | 735.12%-726.5pp | -0.04%+8.7pp |
| Employer contribution / active EE | $4,307 | $1,533+181.0% | $5,298-18.7% | $2,405+79.1% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $93 | $89+4.5% | $13,411-99.3% | $102-8.8% |