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 | $109,013 | $72,492+50.4% | $87,100+25.2% | $72,985+49.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.47% | 24.46%-5.0pp | 28.19%-8.7pp | 81.00%-61.5pp |
| Employer contribution / active EE | $3,314 | $1,894+75.0% | $2,521+31.4% | $2,440+35.8% |
| Participant deferral / active EE | $2,983 | $3,270-8.8% | $4,049-26.3% | $3,607-17.3% |
| Admin fee / account holder | $1,626 | $5,055-67.8% | $7,497-78.3% | $5,124-68.3% |