Filed May 16, 2017
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,278 | $74,888+61.9% | $71,209+70.3% | $142,382-14.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.49% | 345.14%-333.7pp | 282.51%-271.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $13,456 | $2,854+371.4% | $2,721+394.5% | $4,299+213.0% |
| Participant deferral / active EE | $23,548 | $4,454+428.7% | $4,175+464.0% | $6,507+261.9% |
| Admin fee / account holder | $201,493 | $5,568+3518.5% | $5,349+3667.1% | $12,624+1496.2% |