Filed March 26, 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 | $93,196 | $109,413-14.8% | $156,263-40.4% | $84,808+9.9% |
| Participation rate | 80.4% | 72.7%+7.7pp | 78.9%+1.5pp | 68.3%+12.1pp |
| Annual return | 36.27% | 20.18%+16.1pp | 59.47%-23.2pp | 40.90%-4.6pp |
| Employer contribution / active EE | $849 | $2,907-70.8% | $4,333-80.4% | $2,631-67.7% |
| Participant deferral / active EE | $4,558 | $4,590-0.7% | $6,158-26.0% | $4,212+8.2% |
| Admin fee / account holder | $4,044 | $9,357-56.8% | $14,255-71.6% | $7,344-44.9% |