Filed October 22, 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 5-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,233 | $185,822-91.8% | $169,993-91.0% | $139,434-89.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.86% | 60.50%-35.6pp | 53.37%-28.5pp | 372.94%-348.1pp |
| Employer contribution / active EE | $4,101 | $7,590-46.0% | $6,785-39.6% | $4,751-13.7% |
| Participant deferral / active EE | $2,853 | $11,622-75.5% | $10,408-72.6% | $6,710-57.5% |
| Admin fee / account holder | $173 | $15,381-98.9% | $12,815-98.7% | $11,403-98.5% |