Filed June 26, 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 | $182,035 | $54,705+232.8% | $71,209+155.6% | $84,808+114.6% |
| Participation rate | 76.5% | 64.1%+12.5pp | 73.8%+2.8pp | 68.3%+8.2pp |
| Annual return | 17.04% | 35.90%-18.9pp | 282.51%-265.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $4,040 | $2,158+87.2% | $2,721+48.5% | $2,631+53.6% |
| Participant deferral / active EE | $10,517 | $3,030+247.1% | $4,175+151.9% | $4,212+149.7% |
| Admin fee / account holder | $11,920 | $4,863+145.1% | $5,349+122.8% | $7,344+62.3% |