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 | $130,695 | $94,625+38.1% | $116,228+12.4% | $84,808+54.1% |
| Participation rate | 94.9% | 70.4%+24.4pp | 74.6%+20.3pp | 68.3%+26.6pp |
| Annual return | 13.06% | 20.40%-7.3pp | 90.06%-77.0pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,001 | $2,347-14.7% | $2,994-33.2% | $2,631-23.9% |
| Participant deferral / active EE | $4,760 | $3,972+19.8% | $4,953-3.9% | $4,212+13.0% |
| Admin fee / account holder | $4,059 | $10,091-59.8% | $11,989-66.1% | $7,344-44.7% |