Filed November 9, 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 | $105,125 | $60,892+72.6% | $82,389+27.6% | $84,808+24.0% |
| Participation rate | 85.1% | 63.3%+21.8pp | 69.5%+15.6pp | 68.3%+16.8pp |
| Annual return | 16.29% | 37.29%-21.0pp | 28.67%-12.4pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,591 | $1,779+45.6% | $2,517+2.9% | $2,631-1.5% |
| Participant deferral / active EE | $5,449 | $3,179+71.4% | $4,155+31.2% | $4,212+29.4% |
| Admin fee / account holder | $4,745 | $5,467-13.2% | $7,231-34.4% | $7,344-35.4% |