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 | $119,602 | $53,162+125.0% | $91,220+31.1% | $68,494+74.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -15.45% | -3.14%-12.3pp | 114.01%-129.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $424 | $1,709-75.2% | $2,850-85.1% | $2,596-83.7% |
| Participant deferral / active EE | $5,897 | $2,974+98.3% | $4,234+39.3% | $4,027+46.4% |
| Admin fee / account holder | $6,684 | $4,493+48.7% | $5,420+23.3% | $5,403+23.7% |