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 | $126,263 | $87,013+45.1% | $106,213+18.9% | $80,856+56.2% |
| Participation rate | 94.7% | 70.4%+24.3pp | 75.3%+19.5pp | 67.6%+27.1pp |
| Annual return | 13.92% | 17.05%-3.1pp | 116.14%-102.2pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,024 | $2,395-15.5% | $3,171-36.2% | $2,755-26.5% |
| Participant deferral / active EE | $5,211 | $3,986+30.7% | $5,016+3.9% | $4,296+21.3% |
| Admin fee / account holder | $28,179 | $8,431+234.2% | $11,033+155.4% | $6,918+307.3% |