Filed May 11, 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 | $52,134 | $100,852-48.3% | $90,404-42.3% | $158,922-67.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.72% | 1724.20%-1704.5pp | 1293.02%-1273.3pp | 302.83%-283.1pp |
| Employer contribution / active EE | $4,499 | $3,689+22.0% | $3,262+37.9% | $4,761-5.5% |
| Participant deferral / active EE | $8,446 | $4,348+94.3% | $3,963+113.1% | $5,982+41.2% |
| Admin fee / account holder | $827 | $6,501-87.3% | $5,611-85.3% | $11,246-92.6% |