Filed August 28, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,681 | $76,000-39.9% | $154,107-70.4% | $64,186-28.8% |
| Participation rate | 59.5% | 70.4%-10.9pp | 83.0%-23.5pp | 69.6%-10.0pp |
| Annual return | -6.36% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,491 | $3,351-55.5% | $5,298-71.9% | $2,381-37.4% |
| Participant deferral / active EE | $1,965 | $3,175-38.1% | $5,081-61.3% | $3,470-43.4% |
| Admin fee / account holder | $159 | $5,596-97.2% | $13,411-98.8% | $4,888-96.7% |