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 | $116,936 | $168,082-30.4% | $150,045-22.1% | - |
| Participation rate | 94.9% | 71.4%+23.5pp | 82.3%+12.6pp | - |
| Annual return | 16.55% | 24.81%-8.3pp | 62.55%-46.0pp | - |
| Employer contribution / active EE | $5,266 | $3,603+46.2% | $4,693+12.2% | - |
| Participant deferral / active EE | $7,022 | $7,053-0.4% | $7,997-12.2% | - |
| Admin fee / account holder | $6,278 | $7,866-20.2% | $13,435-53.3% | - |