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 | $87,882 | $62,586+40.4% | $76,768+14.5% | $64,186+36.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.51% | -1.95%-1.6pp | 2.43%-5.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $3,289 | $1,832+79.5% | $2,485+32.4% | $2,381+38.2% |
| Participant deferral / active EE | $2,896 | $3,145-7.9% | $3,852-24.8% | $3,470-16.5% |
| Admin fee / account holder | $6,640 | $4,667+42.3% | $6,675-0.5% | $4,888+35.8% |