Filed August 24, 2017
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,918 | $89,753+20.2% | $107,525+0.4% | $84,808+27.3% |
| Participation rate | 89.0% | 68.1%+21.0pp | 75.1%+14.0pp | 68.3%+20.7pp |
| Annual return | 10.34% | 29.48%-19.1pp | 181.32%-171.0pp | 40.90%-30.6pp |
| Employer contribution / active EE | $3,515 | $3,113+12.9% | $3,754-6.4% | $2,631+33.6% |
| Participant deferral / active EE | $7,268 | $4,056+79.2% | $5,116+42.1% | $4,212+72.6% |
| Admin fee / account holder | $6,693 | $7,222-7.3% | $8,919-25.0% | $7,344-8.9% |