Filed January 4, 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 | $183,662 | $125,758+46.0% | $169,993+8.0% | $75,163+144.3% |
| Participation rate | 83.3% | 83.6%-0.3pp | 87.0%-3.7pp | 67.2%+16.1pp |
| Annual return | 17.50% | 27.20%-9.7pp | 53.37%-35.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $5,066 | $4,615+9.8% | $6,785-25.3% | $2,670+89.7% |
| Participant deferral / active EE | $4,609 | $6,837-32.6% | $10,408-55.7% | $4,125+11.7% |
| Admin fee / account holder | $6,544 | $8,173-19.9% | $12,815-48.9% | $5,651+15.8% |