Filed January 11, 2023
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 | $49,433 | $94,529-47.7% | $140,016-64.7% | $64,186-23.0% |
| Participation rate | 96.4% | 84.1%+12.3pp | 87.5%+8.9pp | 69.6%+26.9pp |
| Annual return | 3.40% | 7.77%-4.4pp | 651.12%-647.7pp | 7.63%-4.2pp |
| Employer contribution / active EE | $1,236 | $3,812-67.6% | $5,606-77.9% | $2,381-48.1% |
| Participant deferral / active EE | $2,640 | $5,250-49.7% | $6,927-61.9% | $3,470-23.9% |
| Admin fee / account holder | $264 | $6,741-96.1% | $10,705-97.5% | $4,888-94.6% |