Filed May 10, 2018
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 | $90,871 | $148,978-39.0% | $200,582-54.7% | $84,808+7.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.75% | 28.16%-11.4pp | 42.33%-25.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $6,214 | $4,815+29.1% | $6,419-3.2% | $2,631+136.2% |
| Participant deferral / active EE | $7,131 | $7,142-0.2% | $9,331-23.6% | $4,212+69.3% |
| Admin fee / account holder | $1,388 | $13,977-90.1% | $16,305-91.5% | $7,344-81.1% |