Filed March 6, 2018 (most recent of 2 filings on file)
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 | $85,491 | $148,978-42.6% | $200,582-57.4% | $84,808+0.8% |
| Participation rate | 95.0% | 84.2%+10.8pp | 86.9%+8.1pp | 68.3%+26.7pp |
| Annual return | 14.59% | 28.16%-13.6pp | 42.33%-27.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,941 | $4,815-59.7% | $6,419-69.8% | $2,631-26.2% |
| Participant deferral / active EE | $5,170 | $7,142-27.6% | $9,331-44.6% | $4,212+22.8% |
| Admin fee / account holder | $6,933 | $13,977-50.4% | $16,305-57.5% | $7,344-5.6% |