Filed December 13, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,403 | $105,181-2.6% | $159,436-35.8% | $85,850+19.3% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.8%+12.0pp | 69.3%+25.6pp |
| Annual return | 19.34% | 45.07%-25.7pp | 263.57%-244.2pp | 318.53%-299.2pp |
| Employer contribution / active EE | $4,900 | $3,318+47.7% | $4,829+1.5% | $2,565+91.0% |
| Participant deferral / active EE | $7,014 | $5,945+18.0% | $7,352-4.6% | $3,952+77.5% |
| Admin fee / account holder | $948 | $6,933-86.3% | $10,799-91.2% | $6,260-84.9% |