How big is SOLO Funds Inc.'s plan?

SOLO Funds Inc.'s plan reported $885K in assets and 20 participants for 2025.

Original filing (PDF)20260422221919NAL0004107521052

SOLO Funds Inc.

Name: SOLO Funds Inc. — SOLO Funds 401(k) Plan, Form 5500 (2025)
Creator: SOLO Funds Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SOLO Funds 401(k) Plan

401(k) retirement plan · SOLO Funds Inc.'s SOLO Funds 401(k) Plan held $885K in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$885K

Net assets (EOY)

$885K

Plan identifiers

SOLO Funds Inc.'s EIN is 81-2651276.

EIN 81-2651276

Plan number 001

Plan year 2025

ACK ID 20260422221919NAL0004107521052

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SOLO Funds Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SOLO Funds Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

SOLO FUNDS INC.

EIN

all filings

Address

3740 MOTOR AVE · LOS ANGELES, CA · 90034

Phone

(213) 276-7176

Industry

Finance & Insurance

Plan administrator