Filed June 15, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,173 | $114,381+172.9% | $107,525+190.3% | $142,382+119.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.23% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $8,307 | $4,015+106.9% | $3,754+121.3% | $4,299+93.2% |
| Participant deferral / active EE | $8,032 | $5,564+44.3% | $5,116+57.0% | $6,507+23.4% |
| Admin fee / account holder | $7,921 | $9,860-19.7% | $8,919-11.2% | $12,624-37.2% |