Filed January 4, 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 | $101,310 | $185,200-45.3% | $142,863-29.1% | $167,490-39.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 17.91% | 8555.70%-8537.8pp | 5637.54%-5619.6pp | 478.56%-460.7pp |
| Employer contribution / active EE | $876 | $5,604-84.4% | $4,144-78.9% | $4,837-81.9% |
| Participant deferral / active EE | $8,091 | $4,494+80.0% | $3,837+110.9% | $6,341+27.6% |
| Admin fee / account holder | $502 | $8,031-93.7% | $6,560-92.3% | $12,309-95.9% |