Filed February 12, 2018 (most recent of 4 filings on file)
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 | $142,746 | $123,793+15.3% | $177,821-19.7% | $79,858+78.7% |
| Participation rate | 98.7% | 84.7%+14.1pp | 87.7%+11.0pp | 69.6%+29.1pp |
| Annual return | 13.09% | 22.82%-9.7pp | 48.32%-35.2pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,782 | $4,095-32.1% | $5,918-53.0% | $2,471+12.6% |
| Participant deferral / active EE | $4,696 | $5,956-21.2% | $7,714-39.1% | $3,740+25.6% |
| Admin fee / account holder | $11,942 | $7,243+64.9% | $12,427-3.9% | $5,306+125.0% |