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 | $54,237 | $54,350-0.2% | $82,719-34.4% | $68,494-20.8% |
| Participation rate | 82.0% | 63.9%+18.1pp | 72.6%+9.4pp | 67.9%+14.1pp |
| Annual return | -15.09% | -13.67%-1.4pp | 701.18%-716.3pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3,055 | $2,218+37.7% | $3,009+1.5% | $2,596+17.6% |
| Participant deferral / active EE | $4,383 | $3,246+35.0% | $4,395-0.3% | $4,027+8.8% |
| Admin fee / account holder | $4,435 | $4,395+0.9% | $5,329-16.8% | $5,403-17.9% |