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 | $75,974 | $62,573+21.4% | $85,682-11.3% | $85,850-11.5% |
| Participation rate | 72.6% | 61.1%+11.4pp | 69.9%+2.7pp | 69.3%+3.3pp |
| Annual return | 12.73% | 23.77%-11.0pp | 21.49%-8.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,186 | $1,757+24.4% | $2,618-16.5% | $2,565-14.8% |
| Participant deferral / active EE | $4,157 | $2,802+48.3% | $3,923+6.0% | $3,952+5.2% |
| Admin fee / account holder | $15,250 | $4,640+228.7% | $6,873+121.9% | $6,260+143.6% |