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 | $150,245 | $58,208+158.1% | $81,812+83.6% | $80,856+85.8% |
| Participation rate | 83.3% | 63.4%+19.9pp | 72.3%+11.0pp | 67.6%+15.7pp |
| Annual return | 27.43% | 41.66%-14.2pp | 773.79%-746.4pp | 35.59%-8.2pp |
| Employer contribution / active EE | $4,116 | $2,340+75.9% | $2,912+41.3% | $2,755+49.4% |
| Participant deferral / active EE | $8,498 | $3,281+159.0% | $4,319+96.8% | $4,296+97.8% |
| Admin fee / account holder | $4,976 | $4,981-0.1% | $7,386-32.6% | $6,918-28.1% |