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 | $53,405 | $58,208-8.3% | $81,812-34.7% | $80,856-34.0% |
| Participation rate | 83.6% | 63.4%+20.2pp | 72.3%+11.3pp | 67.6%+16.0pp |
| Annual return | 13.42% | 41.66%-28.2pp | 773.79%-760.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,760 | $2,340+60.7% | $2,912+29.1% | $2,755+36.5% |
| Participant deferral / active EE | $4,965 | $3,281+51.3% | $4,319+15.0% | $4,296+15.6% |
| Admin fee / account holder | $9,050 | $4,981+81.7% | $7,386+22.5% | $6,918+30.8% |