Filed December 5, 2017
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,738 | $81,460+134.2% | $103,333+84.6% | $80,856+135.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 8.48% | 25.55%-17.1pp | 24.88%-16.4pp | 35.59%-27.1pp |
| Employer contribution / active EE | $5,763 | $3,105+85.6% | $3,868+49.0% | $2,755+109.2% |
| Participant deferral / active EE | $4,175 | $3,869+7.9% | $5,057-17.4% | $4,296-2.8% |
| Admin fee / account holder | $30,479 | $6,566+364.2% | $8,355+264.8% | $6,918+340.6% |