Filed November 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 9-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 | $98,531 | $202,318-51.3% | $172,739-43.0% | $152,861-35.5% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 30.77% | 1029.65%-998.9pp | 802.84%-772.1pp | 345.32%-314.5pp |
| Employer contribution / active EE | $3,950 | $5,856-32.5% | $5,143-23.2% | $4,762-17.1% |
| Participant deferral / active EE | $8,301 | $5,948+39.6% | $5,198+59.7% | $5,850+41.9% |
| Admin fee / account holder | $2,676 | $17,109-84.4% | $13,954-80.8% | $11,596-76.9% |