Filed December 21, 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 8-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 | $81,226 | $58,694+38.4% | $142,863-43.1% | $85,850-5.4% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 23.06% | 27.72%-4.7pp | 5637.54%-5614.5pp | 318.53%-295.5pp |
| Employer contribution / active EE | $1,322 | $1,423-7.1% | $4,144-68.1% | $2,565-48.5% |
| Participant deferral / active EE | $3,549 | $2,607+36.1% | $3,837-7.5% | $3,952-10.2% |
| Admin fee / account holder | $13,007 | $4,239+206.8% | $6,560+98.3% | $6,260+107.8% |