Filed May 4, 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 | $51,742 | $71,883-28.0% | $86,677-40.3% | $68,494-24.5% |
| Participation rate | 76.7% | 72.2%+4.5pp | 76.6%+0.2pp | 67.9%+8.9pp |
| Annual return | -11.69% | 3.52%-15.2pp | 35.91%-47.6pp | -7.84%-3.9pp |
| Employer contribution / active EE | $2,132 | $2,173-1.9% | $2,836-24.8% | $2,596-17.9% |
| Participant deferral / active EE | $3,363 | $3,779-11.0% | $4,656-27.8% | $4,027-16.5% |
| Admin fee / account holder | $227 | $6,112-96.3% | $7,493-97.0% | $5,403-95.8% |