Filed February 2, 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 | $113,158 | $93,373+21.2% | $152,466-25.8% | $85,850+31.8% |
| Participation rate | 84.6% | 70.1%+14.5pp | 78.2%+6.4pp | 69.3%+15.3pp |
| Annual return | 12.93% | 21.84%-8.9pp | 757.33%-744.4pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,592 | $2,996-13.5% | $4,327-40.1% | $2,565+1.1% |
| Participant deferral / active EE | $5,060 | $4,550+11.2% | $5,820-13.1% | $3,952+28.0% |
| Admin fee / account holder | $23,904 | $13,853+72.6% | $15,805+51.2% | $6,260+281.9% |