Filed February 25, 2026 (most recent of 2 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 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 | $150,529 | $67,166+124.1% | $57,343+162.5% | $55,191+172.7% |
| Participation rate | 87.8% | 77.7%+10.1pp | 75.1%+12.8pp | 69.2%+18.7pp |
| Annual return | 1.52% | 4.22%-2.7pp | 24.39%-22.9pp | 10.78%-9.3pp |
| Employer contribution / active EE | $3,628 | $2,812+29.0% | $2,689+34.9% | $1,899+91.1% |
| Participant deferral / active EE | $4,074 | $2,835+43.7% | $3,162+28.8% | $3,046+33.7% |
| Admin fee / account holder | $136 | $44+212.3% | $3,356-95.9% | $91+49.8% |