Filed January 27, 2026 (most recent of 3 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,515 | $86,944+36.3% | $107,525+10.2% | $74,304+59.5% |
| Participation rate | 85.8% | 59.6%+26.3pp | 75.1%+10.8pp | 60.3%+25.5pp |
| Annual return | 0.00% | 23.52%-23.5pp | 181.32%-181.3pp | 29.43%-29.4pp |
| Employer contribution / active EE | $26,549 | $2,757+863.1% | $3,754+607.3% | $2,241+1084.6% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |