Filed September 10, 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 | $57,285 | $60,022-4.6% | $88,946-35.6% | $84,808-32.5% |
| Participation rate | 97.3% | 57.8%+39.5pp | 68.8%+28.4pp | 68.3%+29.0pp |
| Annual return | 14.03% | 22.43%-8.4pp | 57.82%-43.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,744 | $1,703+119.9% | $2,555+46.5% | $2,631+42.3% |
| Participant deferral / active EE | $7,419 | $3,114+138.3% | $4,581+61.9% | $4,212+76.2% |
| Admin fee / account holder | $10,832 | $4,811+125.1% | $8,261+31.1% | $7,344+47.5% |