Filed May 1, 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 | $191,519 | $72,404+164.5% | $110,238+73.7% | $64,186+198.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 9.45% | -6.29%+15.7pp | 314.74%-305.3pp | 7.63%+1.8pp |
| Employer contribution / active EE | $4,642 | $2,282+103.5% | $3,826+21.3% | $2,381+95.0% |
| Participant deferral / active EE | $7,799 | $3,469+124.8% | $4,672+66.9% | $3,470+124.8% |
| Admin fee / account holder | $29,935 | $5,664+428.5% | $8,547+250.2% | $4,888+512.4% |