Filed February 5, 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 | $79,338 | $160,055-50.4% | $140,016-43.3% | $135,375-41.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.88% | 911.38%-920.3pp | 651.12%-660.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,784 | $6,420-56.6% | $5,606-50.3% | $4,779-41.7% |
| Participant deferral / active EE | $6,335 | $7,642-17.1% | $6,927-8.5% | $5,609+12.9% |
| Admin fee / account holder | $1,004 | $13,328-92.5% | $10,705-90.6% | $10,827-90.7% |