Filed September 7, 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 | $72,886 | $58,208+25.2% | $81,812-10.9% | $80,856-9.9% |
| Participation rate | 97.8% | 63.4%+34.4pp | 72.3%+25.5pp | 67.6%+30.2pp |
| Annual return | 15.15% | 41.66%-26.5pp | 773.79%-758.6pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,733 | $2,340+16.8% | $2,912-6.1% | $2,755-0.8% |
| Participant deferral / active EE | $6,541 | $3,281+99.4% | $4,319+51.5% | $4,296+52.3% |
| Admin fee / account holder | $3,331 | $4,981-33.1% | $7,386-54.9% | $6,918-51.9% |