$LevyIO

Solo 401(k) Contribution — Tax Deduction Guide 2026

Self-employed can contribute as both employee and employer to Solo 401(k).

$18,000
Avg Annual Savings
$69,000
Max Deduction
Above-the-Line
Deduction Type
Form 5500-EZ
Tax Forms

Eligibility

Self-employed with no employees (except spouse)

Tax Savings Calculator

$

Estimated Tax Savings

$1,100

At the 22% tax bracket, a $5,000 deduction saves you $1,100 in taxes.

Savings by Tax Bracket

10%
$8,182
12%
$9,818
22%
$18,000
24%
$19,636
32%
$26,182
35%
$28,636
37%
$30,273

Requirements

  • 1$23K employee + 25% employer
  • 2$69K total max
  • 3No other employees

Common Mistakes to Avoid

  • !Having non-spouse employees
  • !Not considering Roth option

Required Tax Forms

Form 5500-EZ

Calculate Your Full Tax Savings

Use our free tax calculators to optimize your entire tax return.

Frequently Asked Questions

What is the Solo 401(k) Contribution?

Self-employed can contribute as both employee and employer to Solo 401(k).

Who is eligible for the Solo 401(k) Contribution?

Self-employed with no employees (except spouse)

How much can I save with the Solo 401(k) Contribution?

The average tax savings is $18,000 per year. The maximum deduction is $69,000. Your actual savings depend on your tax bracket and qualifying amount.

What forms do I need for the Solo 401(k) Contribution?

You'll need to file Form 5500-EZ to claim this deduction.

What are common mistakes with the Solo 401(k) Contribution?

Common mistakes include: Having non-spouse employees; Not considering Roth option. Always double-check requirements before filing.

Is the Solo 401(k) Contribution worth claiming?

With average savings of $18,000, the solo 401(k) contribution is highly valuable. Make sure you meet all eligibility requirements.