Filed November 12, 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 4-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 | $39,033 | $111,724-65.1% | $93,606-58.3% | $145,922-73.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 15.34% | 202.98%-187.6pp | 133.20%-117.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,208 | $3,090+3.8% | $2,420+32.6% | $4,660-31.1% |
| Participant deferral / active EE | $8,140 | $4,912+65.7% | $4,411+84.5% | $6,688+21.7% |
| Admin fee / account holder | $98 | $10,250-99.0% | $8,285-98.8% | $13,397-99.3% |