Filed December 4, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,890 | $82,664+254.3% | $125,339+133.7% | $68,494+327.6% |
| Participation rate | 86.3% | 75.0%+11.2pp | 82.4%+3.9pp | 67.9%+18.4pp |
| Annual return | -5.82% | -5.97%+0.1pp | 572.05%-577.9pp | -7.84%+2.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,376 | $6,110+69.8% | $7,446+39.3% | $4,027+157.7% |
| Admin fee / account holder | $46,882 | $6,275+647.1% | $10,010+368.4% | $5,403+767.7% |