Filed June 29, 2023 (most recent of 4 filings on file)
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 | $67,357 | $171,865-60.8% | $149,718-55.0% | $147,584-54.4% |
| Participation rate | 93.8% | 88.2%+5.6pp | 87.1%+6.7pp | 82.8%+10.9pp |
| Annual return | 15.22% | 2113.22%-2098.0pp | 1501.63%-1486.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $3,789 | $6,275-39.6% | $5,445-30.4% | $4,876-22.3% |
| Participant deferral / active EE | $2,898 | $7,271-60.1% | $6,569-55.9% | $5,439-46.7% |
| Admin fee / account holder | $219 | $13,799-98.4% | $11,283-98.1% | $10,885-98.0% |