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 | $68,179 | $109,359-37.7% | $162,163-58.0% | $72,985-6.6% |
| Participation rate | 95.4% | 84.3%+11.1pp | 87.6%+7.8pp | 69.5%+25.9pp |
| Annual return | 20.46% | 25.46%-5.0pp | 115.59%-95.1pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,601 | $3,907-59.0% | $5,614-71.5% | $2,440-34.4% |
| Participant deferral / active EE | $3,329 | $5,481-39.3% | $7,298-54.4% | $3,607-7.7% |
| Admin fee / account holder | $708 | $7,972-91.1% | $10,843-93.5% | $5,124-86.2% |