Filed July 27, 2022 (most recent of 3 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 | $25,894 | $105,998-75.6% | $92,233-71.9% | $147,584-82.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 27.95% | 50.05%-22.1pp | 176.28%-148.3pp | 578.55%-550.6pp |
| Employer contribution / active EE | $2,048 | $4,333-52.7% | $3,679-44.3% | $4,876-58.0% |
| Participant deferral / active EE | $10,892 | $4,478+143.2% | $3,897+179.5% | $5,439+100.3% |
| Admin fee / account holder | $14 | $6,332-99.8% | $5,194-99.7% | $10,885-99.9% |