Filed September 12, 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 | $69,428 | $117,841-41.1% | $102,423-32.2% | $145,922-52.4% |
| Participation rate | 90.5% | 78.6%+11.9pp | 76.5%+14.0pp | 80.3%+10.2pp |
| Annual return | 12.83% | 31.65%-18.8pp | 29.32%-16.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,843 | $3,615+6.3% | $3,023+27.1% | $4,660-17.5% |
| Participant deferral / active EE | $4,908 | $5,731-14.4% | $5,053-2.9% | $6,688-26.6% |
| Admin fee / account holder | $6,367 | $13,326-52.2% | $9,451-32.6% | $13,397-52.5% |