Filed September 15, 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 | $131,863 | $72,277+82.4% | $101,248+30.2% | $79,858+65.1% |
| Participation rate | 95.1% | 68.5%+26.7pp | 75.8%+19.3pp | 69.6%+25.5pp |
| Annual return | 11.40% | 22.30%-10.9pp | 46.47%-35.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $2,568 | $2,692-4.6% | $3,660-29.8% | $2,471+3.9% |
| Participant deferral / active EE | $5,666 | $3,282+72.7% | $4,370+29.7% | $3,740+51.5% |
| Admin fee / account holder | $188 | $4,400-95.7% | $5,945-96.8% | $5,306-96.5% |