Filed December 21, 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 | $118,708 | $79,944+48.5% | $98,439+20.6% | $75,163+57.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 17.65% | 19.75%-2.1pp | 21.16%-3.5pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,985 | $2,264-12.3% | $3,048-34.9% | $2,670-25.7% |
| Participant deferral / active EE | $5,557 | $3,752+48.1% | $4,738+17.3% | $4,125+34.7% |
| Admin fee / account holder | $1,378 | $6,840-79.8% | $8,948-84.6% | $5,651-75.6% |