Filed September 3, 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 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.
See 1 actuary disclosure. $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 | $0 | $14,491,905-100.0% | $256,121-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 37.7%-37.7pp | 5.3%-5.3pp |
| Annual return | 11.49% | 1057.21%-1045.7pp | 9.60%+1.9pp | 1057.21%-1045.7pp |
| Employer contribution / active EE | $9,904 | $14,374-31.1% | $45,595-78.3% | $14,374-31.1% |
| Participant deferral / active EE | $0 | $351-100.0% | $255-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $9,523-100.0% | $81,210-100.0% |