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 | $170,045 | $148,978+14.1% | $200,582-15.2% | $84,808+100.5% |
| Participation rate | 88.9% | 84.2%+4.7pp | 86.9%+2.0pp | 68.3%+20.6pp |
| Annual return | 18.38% | 28.16%-9.8pp | 42.33%-23.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $5,019 | $4,815+4.2% | $6,419-21.8% | $2,631+90.8% |
| Participant deferral / active EE | $5,176 | $7,142-27.5% | $9,331-44.5% | $4,212+22.9% |
| Admin fee / account holder | $9,504 | $13,977-32.0% | $16,305-41.7% | $7,344+29.4% |