Filed January 16, 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 | $118,755 | $58,523+102.9% | $99,443+19.4% | $72,985+62.7% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 20.34% | 28.51%-8.2pp | 30.72%-10.4pp | 81.00%-60.7pp |
| Employer contribution / active EE | $431 | $1,512-71.5% | $2,540-83.0% | $2,440-82.3% |
| Participant deferral / active EE | $4,756 | $2,606+82.5% | $3,619+31.4% | $3,607+31.8% |
| Admin fee / account holder | $925 | $4,102-77.4% | $6,250-85.2% | $5,124-81.9% |