Filed March 24, 2021
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 | $40,643 | $99,020-59.0% | $86,590-53.1% | $147,584-72.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.33% | 1312.34%-1291.0pp | 964.84%-943.5pp | 578.55%-557.2pp |
| Employer contribution / active EE | $4,102 | $3,132+31.0% | $2,839+44.5% | $4,876-15.9% |
| Participant deferral / active EE | $9,736 | $3,972+145.1% | $3,609+169.8% | $5,439+79.0% |
| Admin fee / account holder | $17 | $5,710-99.7% | $4,906-99.7% | $10,885-99.8% |