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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,233 | $89,355-19.2% | $141,162-48.8% | $72,985-1.0% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.5%+13.2pp | 69.5%+26.2pp |
| Annual return | 19.97% | 111.85%-91.9pp | 71.39%-51.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $2,221 | $3,114-28.7% | $4,735-53.1% | $2,440-9.0% |
| Participant deferral / active EE | $7,731 | $5,418+42.7% | $6,709+15.2% | $3,607+114.3% |
| Admin fee / account holder | $10,273 | $5,958+72.4% | $10,261+0.1% | $5,124+100.5% |