Filed February 21, 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 | $98,189 | $82,664+18.8% | $125,339-21.7% | $68,494+43.4% |
| Participation rate | 88.2% | 75.0%+13.2pp | 82.4%+5.9pp | 67.9%+20.3pp |
| Annual return | -17.29% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $9,518 | $3,381+181.5% | $4,814+97.7% | $2,596+266.6% |
| Participant deferral / active EE | $16,276 | $6,110+166.4% | $7,446+118.6% | $4,027+304.2% |
| Admin fee / account holder | $11,485 | $6,275+83.0% | $10,010+14.7% | $5,403+112.6% |