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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,715 | $107,334-10.8% | $92,893+3.0% | $152,861-37.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.32% | 145.58%-127.3pp | 109.41%-91.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $7,474 | $4,221+77.1% | $3,653+104.6% | $4,762+56.9% |
| Participant deferral / active EE | $8,481 | $4,845+75.1% | $4,236+100.2% | $5,850+45.0% |
| Admin fee / account holder | $2,002 | $7,079-71.7% | $5,794-65.4% | $11,596-82.7% |