Filed July 19, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,925 | $109,881+14.6% | $150,045-16.1% | $84,808+48.5% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 13.95% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,317 | $3,561-6.9% | $4,693-29.3% | $2,631+26.1% |
| Participant deferral / active EE | $13,437 | $6,636+102.5% | $7,997+68.0% | $4,212+219.1% |
| Admin fee / account holder | $24,100 | $8,568+181.3% | $13,435+79.4% | $7,344+228.2% |