Filed December 19, 2017
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 | $63,106 | $82,664-23.7% | $125,339-49.7% | $68,494-7.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.52% | -5.97%-9.5pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,996 | $3,381+18.2% | $4,814-17.0% | $2,596+53.9% |
| Participant deferral / active EE | $9,629 | $6,110+57.6% | $7,446+29.3% | $4,027+139.1% |
| Admin fee / account holder | $10,273 | $6,275+63.7% | $10,010+2.6% | $5,403+90.1% |