Filed October 9, 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 9-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 | $74,994 | $115,882-35.3% | $100,516-25.4% | $158,922-52.8% |
| Participation rate | 71.4% | 81.6%-10.1pp | 79.4%-8.0pp | 82.0%-10.5pp |
| Annual return | 30.50% | 34.79%-4.3pp | 30.89%-0.4pp | 302.83%-272.3pp |
| Employer contribution / active EE | $8,805 | $4,103+114.6% | $3,418+157.6% | $4,761+84.9% |
| Participant deferral / active EE | $6,299 | $6,674-5.6% | $6,270+0.5% | $5,982+5.3% |
| Admin fee / account holder | $394 | $10,995-96.4% | $8,081-95.1% | $11,246-96.5% |