Filed December 19, 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 | $60,380 | $59,535+1.4% | $90,160-33.0% | $62,292-3.1% |
| Participation rate | 97.7% | 73.0%+24.6pp | 76.9%+20.8pp | 69.5%+28.2pp |
| Annual return | 28.39% | 23.53%+4.9pp | 34.88%-6.5pp | 28.90%-0.5pp |
| Employer contribution / active EE | $5,936 | $1,826+225.1% | $3,318+78.9% | $2,042+190.7% |
| Participant deferral / active EE | $7,345 | $4,639+58.4% | $5,288+38.9% | $3,169+131.8% |
| Admin fee / account holder | $1,811 | $337+437.8% | $5,943-69.5% | $479+277.7% |