Filed April 4, 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 | $48,304 | $54,762-11.8% | $90,281-46.5% | $72,985-33.8% |
| Participation rate | 89.1% | 65.1%+23.9pp | 73.3%+15.8pp | 69.5%+19.6pp |
| Annual return | 19.64% | 30.63%-11.0pp | 78.10%-58.5pp | 81.00%-61.4pp |
| Employer contribution / active EE | $3,182 | $2,092+52.1% | $2,854+11.5% | $2,440+30.4% |
| Participant deferral / active EE | $3,723 | $2,887+28.9% | $3,885-4.2% | $3,607+3.2% |
| Admin fee / account holder | $4,521 | $3,972+13.8% | $5,351-15.5% | $5,124-11.8% |