Filed January 8, 2018 (most recent of 2 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 | $121,847 | $57,281+112.7% | $86,612+40.7% | $75,163+62.1% |
| Participation rate | 74.3% | 63.2%+11.1pp | 71.7%+2.6pp | 67.2%+7.1pp |
| Annual return | 20.40% | 2670.75%-2650.4pp | 591.07%-570.7pp | 160.62%-140.2pp |
| Employer contribution / active EE | $3,924 | $2,314+69.5% | $3,022+29.8% | $2,670+47.0% |
| Participant deferral / active EE | $7,722 | $3,318+132.7% | $4,438+74.0% | $4,125+87.2% |
| Admin fee / account holder | $23,143 | $4,112+462.8% | $5,614+312.2% | $5,651+309.5% |