Filed April 27, 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 | $80,916 | $77,634+4.2% | $156,549-48.3% | $62,891+28.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.17% | 50.32%-40.2pp | 32.23%-22.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $2,374 | $3,444-31.1% | $5,501-56.8% | $2,281+4.1% |
| Participant deferral / active EE | $4,519 | $3,045+48.4% | $4,871-7.2% | $3,203+41.1% |
| Admin fee / account holder | $5,533 | $5,561-0.5% | $13,027-57.5% | $4,296+28.8% |