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 | $60,165 | $60,124+0.1% | $90,404-33.4% | $79,858-24.7% |
| Participation rate | 92.3% | 65.0%+27.3pp | 72.7%+19.6pp | 69.6%+22.7pp |
| Annual return | 12.35% | 71.94%-59.6pp | 1293.02%-1280.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $4,650 | $2,068+124.9% | $3,262+42.6% | $2,471+88.2% |
| Participant deferral / active EE | $6,021 | $2,938+104.9% | $3,963+51.9% | $3,740+61.0% |
| Admin fee / account holder | $12,032 | $3,976+202.6% | $5,611+114.4% | $5,306+126.8% |