Filed January 4, 2018 (most recent of 3 filings on file)
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 | $65,243 | $48,076+35.7% | $78,689-17.1% | $62,891+3.7% |
| Participation rate | 80.6% | 65.2%+15.3pp | 73.6%+7.0pp | 69.3%+11.2pp |
| Annual return | 8.74% | 31.35%-22.6pp | 62.18%-53.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,094 | $2,015+4.0% | $2,851-26.5% | $2,281-8.2% |
| Participant deferral / active EE | $6,160 | $2,588+138.1% | $3,517+75.2% | $3,203+92.3% |
| Admin fee / account holder | $5,557 | $3,207+73.2% | $4,510+23.2% | $4,296+29.4% |