401(k) · DOL Form 5500 · 2024

SOLO.IO 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 120
Participants Small participant base: 52nd
Percentile by assets National rank: $68,407
Avg per participant Below avg balance/head

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Official DOL plan name: Solo.Io 401(k) Plan · Sponsored by SOLO.IO · Massachusetts · Professional & Technical Services

$8M in assets, 120 participants

SOLO.IO's Solo.Io 401(k) Plan reported $8M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

#10,022 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

Solo.Io 401(k) Plan covers 120 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.

#10,022
in Professional & Technical Services (20,173 peers): +24.5%
assets growth YoY

Solo.Io 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Solo.Io 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,208,784 Top 48% higher than 52% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Solo.Io 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Solo.Io 401(k) Plan sits mid-pack in the medium band (120 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Solo.Io 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Solo.Io 401(k) Plan reported participants fell from 141 in the plan year 2023 filing to 120 in the plan year 2024 filing.
Solo.Io 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 822466001 · SOLO.IO PY 2024 · 401(k)

Solo.Io 401(k) Plan · $8M · 120 · 52nd

BOOK $8M
VS-ST 120
BOY 52nd
SCH 401(k)
EBSA near Meridian Trust Federal Credit Union Retirement Savings Plan
PART ind #10022

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Massachusetts →

End-of-year total assets ($M) among Solo.Io 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$2M
Employer EIN	822466001
Plan Effective Date	2023-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (SOLO.IO)

Latest sponsor-wide plan assets: $8M 24.456109911175812% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	2	268	$7M
2024	1	120	$8M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Solo.Io 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

Compare Solo.Io 401(k) Plan side-by-side with 3 peers →

Solo.Io 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Meridian Trust Federal Credit Union Retirement Savings Plan in WY ($8M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Meridian Trust Federal Credit Union Retirement Savings Plan (WY) $8M · 100
Alvarez-Glasman & Colvin 401(k) Plan (CA) $8M · 35
Employees' Savings, Profit Sharing and Retirement Plan of Warwick Publishing Company (IL) $8M · 57
Tobacco Rag Processors, Inc. 401(k) Safe Harbor Plan (NC) $8M · 120

Similar participant headcount

Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.

Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan (HI) 120 · 0 off
Oostburg Concrete Products, Inc. 401(k) Plan (WI) 120 · 0 off
Hay House 401(k) Plan (CA) 120 · 0 off
Tripwire Interactive, LLC 401(k) Plan (GA) 120 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Solo.Io 401(k) Plan assets move in 2024? ▼

Solo.Io 401(k) Plan grew sharply - up 24.5% during 2024, from $7M to $8M. Reported net income was $2M.

How have SOLO.IO plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), SOLO.IO's sponsor-wide assets grew 24.5%, from $7M to $8M.

Which 401(k) plans are similar in size to Solo.Io 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Meridian Trust Federal Credit Union Retirement Savings Plan in WY ($8M, 100 participants).

Which 401(k) plans cover a similar participant headcount to Solo.Io 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants, $738K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 822466001.