Filed July 25, 2017 (most recent of 3 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,584 | $94,529-34.9% | $140,016-56.0% | $64,186-4.1% |
| Participation rate | 89.6% | 84.1%+5.5pp | 87.5%+2.1pp | 69.6%+20.0pp |
| Annual return | -1.69% | 7.77%-9.5pp | 651.12%-652.8pp | 7.63%-9.3pp |
| Employer contribution / active EE | $1,272 | $3,812-66.6% | $5,606-77.3% | $2,381-46.6% |
| Participant deferral / active EE | $3,520 | $5,250-33.0% | $6,927-49.2% | $3,470+1.4% |
| Admin fee / account holder | $1,981 | $6,741-70.6% | $10,705-81.5% | $4,888-59.5% |