Filed April 18, 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 | $375,990 | $98,750+280.8% | $149,696+151.2% | $79,858+370.8% |
| Participation rate | 71.1% | 75.8%-4.7pp | 82.5%-11.4pp | 69.6%+1.5pp |
| Annual return | 14.38% | 27.43%-13.0pp | 276.60%-262.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $833 | $3,216-74.1% | $4,644-82.1% | $2,471-66.3% |
| Participant deferral / active EE | $8,584 | $5,680+51.1% | $6,842+25.5% | $3,740+129.5% |
| Admin fee / account holder | $129 | $6,053-97.9% | $9,309-98.6% | $5,306-97.6% |