Filed January 4, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,809 | $125,758-64.4% | $169,993-73.6% | $75,163-40.4% |
| Participation rate | 93.1% | 83.6%+9.5pp | 87.0%+6.1pp | 67.2%+25.9pp |
| Annual return | 10.62% | 27.20%-16.6pp | 53.37%-42.8pp | 160.62%-150.0pp |
| Employer contribution / active EE | $1,567 | $4,615-66.0% | $6,785-76.9% | $2,670-41.3% |
| Participant deferral / active EE | $3,267 | $6,837-52.2% | $10,408-68.6% | $4,125-20.8% |
| Admin fee / account holder | $1,634 | $8,173-80.0% | $12,815-87.2% | $5,651-71.1% |