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 | $154,205 | $68,408+125.4% | $57,179+169.7% | $57,658+167.4% |
| Participation rate | 87.0% | 79.1%+7.9pp | 75.3%+11.7pp | 70.2%+16.8pp |
| Annual return | 7.69% | 8.51%-0.8pp | 14.59%-6.9pp | 5.13%+2.6pp |
| Employer contribution / active EE | $4,614 | $2,869+60.8% | $2,682+72.0% | $1,974+133.8% |
| Participant deferral / active EE | $4,506 | $2,903+55.2% | $3,096+45.6% | $3,061+47.2% |
| Admin fee / account holder | $136 | $70+94.7% | $3,139-95.7% | $95+43.5% |