Filed July 18, 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 4-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 | $139,295 | $183,519-24.1% | $155,509-10.4% | $145,922-4.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.35% | 61.17%-42.8pp | 64.67%-46.3pp | 561.29%-542.9pp |
| Employer contribution / active EE | $9,476 | $5,313+78.4% | $4,672+102.8% | $4,660+103.4% |
| Participant deferral / active EE | $9,476 | $6,462+46.6% | $5,626+68.4% | $6,688+41.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |