Filed November 17, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,415 | $99,020-13.7% | $86,590-1.4% | $147,584-42.1% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 11.66% | 1312.34%-1300.7pp | 964.84%-953.2pp | 578.55%-566.9pp |
| Employer contribution / active EE | $3,316 | $3,132+5.9% | $2,839+16.8% | $4,876-32.0% |
| Participant deferral / active EE | $5,709 | $3,972+43.7% | $3,609+58.2% | $5,439+5.0% |
| Admin fee / account holder | $70 | $5,710-98.8% | $4,906-98.6% | $10,885-99.4% |