Filed April 28, 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 6-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,599 | $81,460-61.2% | $103,333-69.4% | $80,856-60.9% |
| Participation rate | 74.1% | 66.8%+7.3pp | 74.5%-0.4pp | 67.6%+6.5pp |
| Annual return | 3.36% | 25.55%-22.2pp | 24.88%-21.5pp | 35.59%-32.2pp |
| Employer contribution / active EE | $2,524 | $3,105-18.7% | $3,868-34.7% | $2,755-8.4% |
| Participant deferral / active EE | $1,233 | $3,869-68.1% | $5,057-75.6% | $4,296-71.3% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |