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 | $39,406 | $90,600-56.5% | $79,464-50.4% | $135,375-70.9% |
| Participation rate | 76.9% | 76.0%+0.9pp | 73.3%+3.6pp | 82.6%-5.7pp |
| Annual return | -5.12% | 977.43%-982.6pp | 718.14%-723.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,873 | $3,068-6.4% | $2,800+2.6% | $4,779-39.9% |
| Participant deferral / active EE | $9,979 | $4,050+146.4% | $3,704+169.4% | $5,609+77.9% |
| Admin fee / account holder | $89 | $5,907-98.5% | $5,113-98.3% | $10,827-99.2% |