Filed March 29, 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 9-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 | $0 | $932,052-100.0% | $189,513-100.0% | - |
| Participation rate | 0.0% | 77.2%-77.2pp | 87.8%-87.8pp | - |
| Annual return | 0.00% | 10.81%-10.8pp | 555.15%-555.2pp | - |
| Employer contribution / active EE | $0 | $3,785-100.0% | $6,162-100.0% | - |
| Participant deferral / active EE | $0 | $5,497-100.0% | $8,221-100.0% | - |
| Admin fee / account holder | $0 | $117,148-100.0% | $12,045-100.0% | - |