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 | $179,755 | $74,552+141.1% | $62,995+185.3% | $69,631+158.2% |
| Participation rate | 87.4% | 78.3%+9.1pp | 74.8%+12.6pp | 70.7%+16.7pp |
| Annual return | 17.38% | 15.77%+1.6pp | 87.57%-70.2pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $3,717 | $2,929+26.9% | $2,759+34.7% | $2,032+82.9% |
| Participant deferral / active EE | $4,416 | $2,974+48.5% | $3,329+32.6% | $3,224+37.0% |
| Admin fee / account holder | $109 | $59+82.8% | $3,600-97.0% | $110-1.7% |