Filed June 1, 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 | $118,986 | $100,041+18.9% | $149,718-20.5% | $70,131+69.7% |
| Participation rate | 96.8% | 83.6%+13.2pp | 87.1%+9.8pp | 69.5%+27.3pp |
| Annual return | 19.44% | 27.43%-8.0pp | 1501.63%-1482.2pp | 73.14%-53.7pp |
| Employer contribution / active EE | $3,480 | $3,662-5.0% | $5,445-36.1% | $2,342+48.5% |
| Participant deferral / active EE | $8,610 | $4,983+72.8% | $6,569+31.1% | $3,332+158.4% |
| Admin fee / account holder | $3,052 | $8,286-63.2% | $11,283-72.9% | $4,645-34.3% |