Filed May 27, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $373,568 | $185,822+101.0% | $169,993+119.8% | $139,434+167.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.42% | 60.50%-39.1pp | 53.37%-32.0pp | 372.94%-351.5pp |
| Employer contribution / active EE | $6,897 | $7,590-9.1% | $6,785+1.6% | $4,751+45.2% |
| Participant deferral / active EE | $16,452 | $11,622+41.6% | $10,408+58.1% | $6,710+145.2% |
| Admin fee / account holder | $23 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |