Filed November 7, 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 | $108,709 | $123,793-12.2% | $177,821-38.9% | $79,858+36.1% |
| Participation rate | 90.9% | 84.7%+6.3pp | 87.7%+3.2pp | 69.6%+21.3pp |
| Annual return | 18.15% | 22.82%-4.7pp | 48.32%-30.2pp | 31.71%-13.6pp |
| Employer contribution / active EE | $5,620 | $4,095+37.2% | $5,918-5.0% | $2,471+127.4% |
| Participant deferral / active EE | $4,706 | $5,956-21.0% | $7,714-39.0% | $3,740+25.8% |
| Admin fee / account holder | $1,647 | $7,243-77.3% | $12,427-86.7% | $5,306-69.0% |