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 8-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 | $93,572 | $54,762+70.9% | $90,281+3.6% | $72,985+28.2% |
| Participation rate | 94.6% | 65.1%+29.4pp | 73.3%+21.3pp | 69.5%+25.1pp |
| Annual return | 19.12% | 30.63%-11.5pp | 78.10%-59.0pp | 81.00%-61.9pp |
| Employer contribution / active EE | $25,926 | $2,092+1139.0% | $2,854+808.3% | $2,440+962.6% |
| Participant deferral / active EE | $1,152 | $2,887-60.1% | $3,885-70.4% | $3,607-68.1% |
| Admin fee / account holder | $9,263 | $3,972+133.2% | $5,351+73.1% | $5,124+80.8% |