Filed December 21, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,734 | $176,662+7.4% | $130,648+45.2% | $152,861+24.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 6.84% | 2692.24%-2685.4pp | 1708.96%-1702.1pp | 345.32%-338.5pp |
| Employer contribution / active EE | $701 | $5,742-87.8% | $4,092-82.9% | $4,762-85.3% |
| Participant deferral / active EE | $4,257 | $4,361-2.4% | $3,603+18.2% | $5,850-27.2% |
| Admin fee / account holder | $46 | $7,133-99.4% | $5,464-99.2% | $11,596-99.6% |